Filed June 25, 2020
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 | $30,385 |
PRIVATE CLIENT SERVICES LLC2+ years Filed as: PRIVATE CLIENT SERVICES, LLC Service code 26 2225 LEXINGTON ROAD · LOUISVILLE, KY 40206 | Advisory (Participants) | $20,842 |
ASSOCIATED PENSION CONSULTANTS2+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 17 · EIN 11-3271022 6800 JERICHO TUNRPIKE · SYOSSET, NY 11791 | Pension Consulting | $453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $78,921 | $50,898+55.1% | $171,082-53.9% | $55,167+43.1% |
| Participation rate | 22.9% | 63.3%-40.3pp | 76.7%-53.8pp | 69.0%-46.1pp |
| Annual return | 9.53% | 15.34%-5.8pp | 32.56%-23.0pp | 169.23%-159.7pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,765 | $2,994-7.6% | $4,797-42.4% | $3,054-9.5% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |