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 |
|---|---|---|
NATIONWIDE3+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $45,757 |
L M KOHN & COMPANY3+ years Filed as: L. M. KOHN & COMPANY Service code 71 | Brokerage Fees | $25,928 |
GELMAN PENSION CONSULTING, INC.3+ years Filed as: GELMAN PENSION CONSULTING INC Service code 15 70 WEST 40TH STREET 8TH FL · NEW YORK, NY 10018 | Recordkeeping | $5,156 |
L M KOHN & COMPANY3+ years Service code 27 10151 CARVER ROAD SUITE 100 · CINCINNATI, OH 45242 | Advisory (Plan) | $0 |
Annual investment return 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 | $125,072 | $85,766+45.8% | $136,294-8.2% | $70,131+78.3% |
| Participation rate | 81.9% | 74.2%+7.8pp | 81.9%0pp | 69.5%+12.4pp |
| Annual return | -5.03% | 31.45%-36.5pp | 5155.94%-5161.0pp | 73.14%-78.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,462 | $5,051+67.5% | $6,247+35.5% | $3,332+154.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |