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 |
|---|---|---|
NATIONWIDE4+ years Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $46,645 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Filed as: CLARK LANZEN SKALLA INVESTMENT FIRM Service code 13 · EIN 13-4109249 | Contract Administrator | $13,885 |
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 | $70,367 | $73,102-3.7% | $123,544-43.0% | $56,287+25.0% |
| Participation rate | 83.3% | 74.3%+9.0pp | 82.3%+1.0pp | 69.9%+13.5pp |
| Annual return | -5.47% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $942 | $2,977-68.4% | $4,628-79.7% | $2,111-55.4% |
| Participant deferral / active EE | $5,935 | $5,423+9.4% | $6,426-7.6% | $3,350+77.2% |
| Admin fee / account holder | $391 | $554-29.4% | $9,284-95.8% | $521-25.0% |