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 |
|---|---|---|
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $53,704 |
ASSOCIATED PENSION CONSULTANTS6+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 17 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Pension Consulting | $630 |
PRIVATE CLIENT SERVICES LLC6+ 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.
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 | $110,240 | $62,132+77.4% | $185,823-40.7% | $73,488+50.0% |
| Participation rate | 35.6% | 67.8%-32.3pp | 78.0%-42.5pp | 70.7%-35.1pp |
| Annual return | 19.64% | 20.44%-0.8pp | 35.95%-16.3pp | 28.51%-8.9pp |
| Employer contribution / active EE | $335 | $1,681-80.1% | $4,087-91.8% | $2,270-85.3% |
| Participant deferral / active EE | $4,509 | $3,711+21.5% | $5,632-19.9% | $3,740+20.6% |
| Admin fee / account holder | $0 | $419-100.0% | $9,500-100.0% | $513-100.0% |