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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $17,870 |
AB FUNDS5+ years Filed as: AB&D CO Service code 13 · EIN 54-1703353 | Contract Administrator | $16,953 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,456 | $95,542-89.1% | $69,455-84.9% | $67,579-84.5% |
| Participation rate | 71.1% | 79.4%-8.3pp | 74.6%-3.5pp | 71.3%-0.2pp |
| Annual return | 20.45% | 17.67%+2.8pp | 28.97%-8.5pp | 378.56%-358.1pp |
| Employer contribution / active EE | $1,010 | $2,989-66.2% | $2,779-63.7% | $2,148-53.0% |
| Participant deferral / active EE | $950 | $3,263-70.9% | $3,535-73.1% | $3,539-73.2% |
| Admin fee / account holder | $124 | $90+37.7% | $3,839-96.8% | $142-13.1% |