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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,469 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY AND CO LLC Service code 22 ANNUITY INSURANCE OPERATIONS · NEW YORK, NY 10004 | Insurance Broker | $26,025 |
ACTUARIAL PENSION ANALYSTS, INC.6+ years Filed as: ACTUARIAL PENSION ANALYSTS, INC Service code 13 | Contract Administrator | $7,315 |
ACTUARIAL PENSION ANALYSTS, INC.6+ years Service code 13 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Contract Administrator | $2,300 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Investment managem... | $262 |
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 | $27,161 | $52,293-48.1% | $178,490-84.8% | $73,409-63.0% |
| Participation rate | 86.2% | 65.3%+20.9pp | 81.9%+4.3pp | 72.2%+14.0pp |
| Annual return | 12.69% | 34.75%-22.1pp | 151.07%-138.4pp | 59.29%-46.6pp |
| Employer contribution / active EE | $676 | $1,735-61.0% | $5,011-86.5% | $2,234-69.7% |
| Participant deferral / active EE | $1,778 | $2,332-23.8% | $5,202-65.8% | $3,805-53.3% |
| Admin fee / account holder | $6 | $127-95.4% | $13,984-100.0% | $158-96.3% |