Filed April 4, 2018
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 |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $666,944 |
NATIONWIDE6+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $2,216 |
Filed as: CREATIVE PLAN ADMINISTRATORS INC. Service code 50 · EIN 14-1694851 | Direct Payment | $297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,202 | $56,095+3.8% | $178,490-67.4% | $90,288-35.5% |
| Participation rate | 56.8% | 65.6%-8.8pp | 81.9%-25.2pp | 73.4%-16.6pp |
| Annual return | 14.94% | 28.81%-13.9pp | 151.07%-136.1pp | 53.97%-39.0pp |
| Employer contribution / active EE | $1,777 | $1,572+13.0% | $5,011-64.5% | $2,524-29.6% |
| Participant deferral / active EE | $3,323 | $2,669+24.5% | $5,202-36.1% | $4,232-21.5% |
| Admin fee / account holder | $132 | $101+30.8% | $13,984-99.1% | $114+15.4% |