Filed August 21, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $10,728 |
AB FUNDS1+ years Filed as: AB&D CO Service code 13 · EIN 54-1703353 | Contract Administrator | $10,099 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,181 | $51,769-88.1% | $57,343-89.2% | $52,331-88.2% |
| Participation rate | 77.0% | 75.2%+1.7pp | 75.1%+1.9pp | 68.1%+8.9pp |
| Annual return | 7.60% | 2.43%+5.2pp | 24.39%-16.8pp | 4.54%+3.1pp |
| Employer contribution / active EE | $917 | $2,335-60.7% | $2,689-65.9% | $1,882-51.2% |
| Participant deferral / active EE | $811 | $2,794-71.0% | $3,162-74.4% | $3,022-73.2% |
| Admin fee / account holder | $118 | $295-60.1% | $3,356-96.5% | $592-80.1% |