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 |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $48,034 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 64 17 COURT STREET SUITE 500 · BUFFALO, NY 14202 | Recordkeeping Fees | $11,065 |
CADARET GRANT & CO INC4+ years Filed as: CADARET GRANT & COMPANY INC Service code 55 110 W FAYETTE ST, FTH FLOOR · SYRACUSE, NY 13202 | Other Commissions | $0 |
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 | $22,003 | $31,252-29.6% | $75,826-71.0% | $55,725-60.5% |
| Participation rate | 75.4% | 71.3%+4.1pp | 68.2%+7.2pp | 70.9%+4.6pp |
| Annual return | -6.34% | 2.84%-9.2pp | 1914.15%-1920.5pp | 244.93%-251.3pp |
| Employer contribution / active EE | $964 | $1,260-23.4% | $1,913-49.6% | $2,078-53.6% |
| Participant deferral / active EE | $1,483 | $2,258-34.3% | $2,862-48.2% | $3,356-55.8% |
| Admin fee / account holder | $124 | $91+35.5% | $4,726-97.4% | $115+7.6% |