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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $46,847 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY AND CO LLC Service code 22 ANNUITY INSURANCE OPERATIONS · NEW YORK, NY 10004 | Insurance Broker | $22,270 |
ACTUARIAL PENSION ANALYSTS, INC.8+ years Service code 13 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Contract Administrator | $9,351 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $144 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,693 | $65,061-65.1% | $143,757-84.2% | $66,914-66.1% |
| Participation rate | 89.7% | 65.2%+24.5pp | 80.3%+9.4pp | 69.8%+19.9pp |
| Annual return | -16.34% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,169 | $2,361-50.5% | $4,951-76.4% | $2,544-54.1% |
| Participant deferral / active EE | $2,660 | $2,919-8.9% | $5,637-52.8% | $4,237-37.2% |
| Admin fee / account holder | $5 | $502-98.9% | $14,673-100.0% | $593-99.1% |