Filed November 20, 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 |
|---|---|---|
NATIONWIDE2 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $61,711 |
Filed as: COMPREHENSIVE ASSET MANAGEMENT Service code 27 2001 ROUTE 46, SUITE 506 · PARSIPPANY, NJ 07054 | Advisory (Plan) | $26,745 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES, INC Service code 11 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Actuarial | $4,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $59,129 | $57,976+2.0% | $62,995-6.1% | $62,292-5.1% |
| Participation rate | 62.1% | 75.9%-13.9pp | 74.8%-12.7pp | 69.5%-7.4pp |
| Annual return | 16.52% | 17.54%-1.0pp | 87.57%-71.0pp | 28.90%-12.4pp |
| Employer contribution / active EE | $2,758 | $2,415+14.2% | $2,7590% | $2,042+35.1% |
| Participant deferral / active EE | $5,045 | $2,956+70.7% | $3,329+51.5% | $3,169+59.2% |
| Admin fee / account holder | $20 | $276-92.8% | $3,600-99.4% | $479-95.8% |