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 |
|---|---|---|
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $46,414 |
PRIVATE CLIENT SERVICES LLC5+ years Filed as: PRIVATE CLIENT SERVICES, LLC Service code 26 2225 LEXINGTON ROAD · LOUISVILLE, KY 40206 | Advisory (Participants) | $34,803 |
ASSOCIATED PENSION CONSULTANTS5+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 17 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Pension Consulting | $369 |
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 | $98,416 | $56,972+72.7% | $182,532-46.1% | $65,185+51.0% |
| Participation rate | 36.3% | 66.5%-30.3pp | 78.0%-41.7pp | 70.2%-33.9pp |
| Annual return | 21.27% | 27.67%-6.4pp | 148.54%-127.3pp | 29.38%-8.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,922 | $3,526+11.2% | $5,524-29.0% | $3,514+11.6% |
| Admin fee / account holder | $0 | $528-100.0% | $8,592-100.0% | $847-100.0% |