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 |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $42,333 |
ASSOCIATED PENSION CONSULTANTS4+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 17 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Pension Consulting | $562 |
PRIVATE CLIENT SERVICES LLC4+ years Filed as: PRIVATE CLIENT SERVICES, LLC Service code 26 2225 LEXINGTON ROAD · LOUISVILLE, KY 40206 | Advisory (Participants) | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,820 | $48,576+60.2% | $169,463-54.1% | $56,287+38.3% |
| Participation rate | 30.6% | 65.8%-35.2pp | 77.8%-47.2pp | 69.9%-39.3pp |
| Annual return | -9.38% | -2.51%-6.9pp | 1.83%-11.2pp | -9.96%+0.6pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,302 | $3,275+0.8% | $5,277-37.4% | $3,350-1.4% |
| Admin fee / account holder | $0 | $435-100.0% | $9,109-100.0% | $521-100.0% |