See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: IRON FIDUCIARY Service code 99 · EIN 99-9552241 630 DUNDEE RD STE 200-B · NORTHBROOK, IL 60062 | Other Fees | $11,963 |
Filed as: SUMMIT FINANCIAL, LLC Service code 99 · EIN 37-1895248 4 CAMPUS DR · PARSIPPANY, NJ 07054 | Other Fees | $6,743 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $3,825 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,991 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,799 | $84,556-61.2% | $116,228-71.8% | $74,304-55.9% |
| Participation rate | 73.3% | 66.0%+7.3pp | 74.6%-1.3pp | 60.3%+12.9pp |
| Annual return | 16.86% | 18.35%-1.5pp | 90.06%-73.2pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,130 | $2,168-47.8% | $2,994-62.2% | $2,241-49.6% |
| Participant deferral / active EE | $3,594 | $3,814-5.8% | $4,953-27.4% | $3,767-4.6% |
| Admin fee / account holder | $110 | $3,792-97.1% | $11,989-99.1% | $2,969-96.3% |