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 Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $40,208 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 22 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Insurance Broker | $35,475 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $9,159 |
Filed as: IRON FIDUCIARY Service code 31 · EIN 99-9552241 | Named fiduciary | $9,029 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA Service code 14 | Plan Administrator | $8,183 |
PENTEGRA SERVICES, INC.1 year Filed as: APS - PENTEGRA Service code 14 · EIN 13-3892096 5350 77 CENTER DR · CHARLOTTE, NC 28217 | Plan Administrator | $6,321 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Contract Administrator | $1,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,772 | $73,360+18.3% | $177,989-51.2% | $74,495+16.5% |
| Participation rate | 69.3% | 66.6%+2.7pp | 77.1%-7.8pp | 67.2%+2.1pp |
| Annual return | 12.35% | 17.49%-5.1pp | 294.48%-282.1pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,028 | $2,216-53.6% | $3,949-74.0% | $2,623-60.8% |
| Participant deferral / active EE | $5,225 | $4,513+15.8% | $6,276-16.7% | $4,346+20.2% |
| Admin fee / account holder | $249 | $1,808-86.2% | $10,363-97.6% | $1,942-87.2% |