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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,368 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY AND CO LLC Service code 22 ANNUITY INSURANCE OPERATIONS · NEW YORK, NY 10004 | Insurance Broker | $23,052 |
ACTUARIAL PENSION ANALYSTS, INC.5+ years Filed as: ACTUARIAL PENSION ANALYSTS, INC Service code 13 | Contract Administrator | $6,743 |
ACTUARIAL PENSION ANALYSTS, INC.5+ years Service code 13 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Contract Administrator | $1,800 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Account maintenance fees; Claims proc... | $272 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,004 | $62,928-60.3% | $172,739-85.5% | $67,579-63.0% |
| Participation rate | 85.7% | 64.5%+21.3pp | 82.6%+3.1pp | 71.3%+14.4pp |
| Annual return | 18.44% | 30.36%-11.9pp | 802.84%-784.4pp | 378.56%-360.1pp |
| Employer contribution / active EE | $724 | $1,636-55.8% | $5,143-85.9% | $2,148-66.3% |
| Participant deferral / active EE | $1,571 | $2,145-26.7% | $5,198-69.8% | $3,539-55.6% |
| Admin fee / account holder | $5 | $167-97.1% | $13,954-100.0% | $142-96.7% |