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 10-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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,128 |
SUMMIT BENEFIT & ACTUARIAL SERVICES6+ years Service code 15 · EIN 93-1098102 PO BOX 10108 · EUGENE, OR 974402108 | Recordkeeping | $2,065 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN INDEPENDENT SECURITIES Service code 22 P.O. BOX 579 · EAGLE, ID 83616 | Insurance Broker | $0 |
LPL FINANCIAL1 year Filed as: LION STREET FINANCIAL, LLC Service code 22 515 CONGRESS AVENUE, SUITE 2500 · AUSTIN, TX 78701 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,015 | $58,879-79.6% | $178,490-93.3% | $73,488-83.7% |
| Participation rate | 45.7% | 66.2%-20.5pp | 81.9%-36.2pp | 70.7%-25.0pp |
| Annual return | 9.04% | 24.86%-15.8pp | 151.07%-142.0pp | 28.51%-19.5pp |
| Employer contribution / active EE | $609 | $2,236-72.8% | $5,011-87.8% | $2,270-73.2% |
| Participant deferral / active EE | $806 | $2,567-68.6% | $5,202-84.5% | $3,740-78.4% |
| Admin fee / account holder | $22 | $400-94.5% | $13,984-99.8% | $513-95.7% |