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 |
|---|---|---|
NATIONWIDE3 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $69,444 |
APW CAPITAL INC1 year Service code 27 100 ENTERPRISE DRIVE, SUITE 504 · ROCKAWAY, NJ 07866 | Advisory (Plan) | $28,475 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 11 50 TICE BLVD, SUITE 151 · WOODCLIFF LAKE, NJ 07677 | Actuarial | $4,139 |
Filed as: COMPREHENSIVE ASSET MANAGEMENT Service code 27 2001 ROUTE 46, SUITE 506 · PARSIPPANY, NJ 07054 | Advisory (Plan) | $2,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,790 | $55,002-5.8% | $59,878-13.5% | $56,287-8.0% |
| Participation rate | 67.8% | 75.9%-8.1pp | 74.7%-6.9pp | 69.9%-2.1pp |
| Annual return | -8.06% | 1.13%-9.2pp | 3.46%-11.5pp | -9.96%+1.9pp |
| Employer contribution / active EE | $2,898 | $2,448+18.4% | $2,722+6.5% | $2,111+37.3% |
| Participant deferral / active EE | $5,550 | $3,121+77.8% | $3,402+63.1% | $3,350+65.7% |
| Admin fee / account holder | $14 | $236-94.2% | $3,590-99.6% | $521-97.4% |