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 |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $96,217 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC. Service code 28 · EIN 35-1151034 1301 S. CLINTON ST. · FORT WAYNE, IN 46802 | Investment Management | $87,300 |
PRIMARK BENEFITS10+ years Service code 13 · EIN 94-2320862 1810 GATEWAY DRIVE · SAN MATEO, CA 94404 | Contract Administrator | $41,793 |
EQUITABLE ADVISORS LLC1 year Service code 28 · EIN 13-4071393 2550 INTERSTATE DRIVE · HARRISBURG, PA 17110 | Investment Management | $34,440 |
Filed as: IRON - CO-FID-COMPREHENSIVE Service code 26 · EIN 26-2409128 630 DUNDEE RD. · NORTHBROOK, IL 60062 | Advisory (Participants) | $28,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $162,161 | $50,982+218.1% | $154,803+4.8% | $85,563+89.5% |
| Participation rate | 99.4% | 59.8%+39.6pp | 78.1%+21.3pp | 66.0%+33.4pp |
| Annual return | 11.35% | 30.35%-19.0pp | 58.88%-47.5pp | 31.51%-20.2pp |
| Employer contribution / active EE | $12,044 | $1,708+605.0% | $4,305+179.7% | $2,654+353.9% |
| Participant deferral / active EE | $4,851 | $2,474+96.1% | $5,540-12.4% | $4,375+10.9% |
| Admin fee / account holder | $515 | $846-39.2% | $14,329-96.4% | $834-38.3% |