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 |
|---|---|---|
AB FUNDS3+ years Filed as: AB&D CO Service code 13 · EIN 54-1703353 | Contract Administrator | $16,468 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,303 |
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 | $9,236 | $57,976-84.1% | $62,995-85.3% | $62,292-85.2% |
| Participation rate | 74.1% | 75.9%-1.8pp | 74.8%-0.7pp | 69.5%+4.6pp |
| Annual return | 13.71% | 17.54%-3.8pp | 87.57%-73.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $997 | $2,415-58.7% | $2,759-63.9% | $2,042-51.2% |
| Participant deferral / active EE | $883 | $2,956-70.1% | $3,329-73.5% | $3,169-72.1% |
| Admin fee / account holder | $144 | $276-47.8% | $3,600-96.0% | $479-69.9% |