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 |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $217,930 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 28 17605 WRIGHT ST. · OMAHA, NE 68130 | Investment Management | $154,939 |
LINCOLN NATIONAL CORPORATION9+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 16 1300 S. CLINTON STREET, STE. 150 · FORT WAYNE, IN 46802 | Consulting | $81,772 |
PRIMARK BENEFITS9+ years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $56,287 |
IRON-CO-FID-COMPREHENSIVE6 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 26 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $27,975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,686 | $65,908+130.1% | $81,812+85.4% | $77,643+95.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 13.27% | 26.64%-13.4pp | 773.79%-760.5pp | 31.24%-18.0pp |
| Employer contribution / active EE | $11,587 | $2,370+388.8% | $2,912+297.9% | $2,726+325.1% |
| Participant deferral / active EE | $4,175 | $3,505+19.1% | $4,319-3.3% | $4,647-10.2% |
| Admin fee / account holder | $469 | $526-11.0% | $7,386-93.7% | $430+8.9% |