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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 |
|---|---|---|
ROUSH INVESTMENTS LLC2 years Filed as: ROUSH INVESTMENTS Service code 26 · EIN 27-2442764 | Advisory (Participants) | $25,191 |
NATIONWIDE2 years Service code 13 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $12,158 |
PENTEGRA SERVICES, INC.2 years Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Plan Administrator | $10,197 |
Filed as: WELLTH ADVISORY SERVICES Service code 26 · EIN 99-2539506 25434 PRARIEWOOD LN · SHOREWOOD, IL 60404 | Advisory (Participants) | $9,073 |
Service code 26 · EIN 26-4311657 | Advisory (Participants) | $4,813 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $761 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,964 | $117,025-60.7% | $91,541-49.8% | $85,563-46.3% |
| Participation rate | 37.4% | 64.2%-26.9pp | 69.8%-32.4pp | 66.0%-28.6pp |
| Annual return | 12.82% | 18.02%-5.2pp | 20.50%-7.7pp | 31.51%-18.7pp |
| Employer contribution / active EE | $712 | $2,120-66.4% | $2,505-71.6% | $2,654-73.2% |
| Participant deferral / active EE | $1,261 | $3,446-63.4% | $4,008-68.5% | $4,375-71.2% |
| Admin fee / account holder | $264 | $1,242-78.8% | $6,956-96.2% | $834-68.4% |