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 4-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 |
|---|---|---|
PLEXUS FINANCIAL SERVICES, LLC4+ years Filed as: PLEXUS FINANCIAL SERVIOCES, LLC Service code 27 21805 FIELD PARKWAY · BARRINGTON, IL 60010 | Advisory (Plan) | $22,758 |
ACTUARIAL BENEFITS CORP4+ years Service code 13 · EIN 20-1054428 2790 SKYPARK DRIVE · TORRANCE, CA 90505 | Contract Administrator | $11,858 |
NATIONWIDE3 years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $10,311 |
CM3 ADVISOR2 years Service code 10 750 B STREET, SUITE 1920 · SAN DIEGO, CA 92101 | Accounting | $10,000 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $451 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,310 | $86,929-65.1% | $102,423-70.4% | $80,856-62.5% |
| Participation rate | 74.5% | 72.4%+2.1pp | 76.5%-2.0pp | 67.6%+6.8pp |
| Annual return | 7.21% | 18.88%-11.7pp | 29.32%-22.1pp | 35.59%-28.4pp |
| Employer contribution / active EE | $1,605 | $2,369-32.3% | $3,023-46.9% | $2,755-41.8% |
| Participant deferral / active EE | $2,838 | $4,118-31.1% | $5,053-43.8% | $4,296-33.9% |
| Admin fee / account holder | $167 | $8,049-97.9% | $9,451-98.2% | $6,918-97.6% |