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 |
|---|---|---|
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $72,359 |
APW CAPITAL INC3 years Service code 27 100 ENTERPRISE DRIVE, SUITE 504 · ROCKAWAY, NJ 07866 | Advisory (Plan) | $35,592 |
INTAC ACTUARIAL SERVICES4 years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 11 50 TICE BLVD, SUITE 151 · WOODCLIFF LAKE, NJ 07677 | Actuarial | $4,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,307 | $65,322+16.8% | $70,449+8.3% | $73,488+3.8% |
| Participation rate | 67.9% | 77.0%-9.1pp | 75.1%-7.2pp | 70.7%-2.8pp |
| Annual return | 14.36% | 15.71%-1.4pp | 109.03%-94.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $3,347 | $2,460+36.1% | $2,737+22.3% | $2,270+47.4% |
| Participant deferral / active EE | $5,911 | $3,375+75.1% | $3,709+59.4% | $3,740+58.1% |
| Admin fee / account holder | $17 | $214-92.2% | $3,845-99.6% | $513-96.7% |