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 |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,659 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 NOVACARE COMPLEX ONE NOVACARE WAY · PHILADELPHIA, PA 19145 | Contract Administrator | $175 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $0 |
Participant contribution per participant 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 | $51,933 | $176,811-70.6% | $146,958-64.7% | - |
| Participation rate | 84.8% | 76.9%+8.0pp | 82.2%+2.7pp | - |
| Annual return | 11.28% | 11.56%-0.3pp | 418.34%-407.1pp | - |
| Employer contribution / active EE | $2,281 | $3,294-30.7% | $4,933-53.8% | - |
| Participant deferral / active EE | $2,215 | $6,900-67.9% | $8,070-72.5% | - |
| Admin fee / account holder | $97 | $27,451-99.6% | $12,998-99.3% | - |