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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $51,417 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 64 17 COURT STREET SUITE 500 · BUFFALO, NY 14202 | Recordkeeping Fees | $18,136 |
CADARET GRANT & CO INC5+ 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 | $25,521 | $33,826-24.6% | $88,538-71.2% | $67,579-62.2% |
| Participation rate | 81.7% | 64.6%+17.1pp | 68.7%+12.9pp | 71.3%+10.4pp |
| Annual return | 23.51% | 68.24%-44.7pp | 43.64%-20.1pp | 378.56%-355.1pp |
| Employer contribution / active EE | $407 | $1,232-66.9% | $2,098-80.6% | $2,148-81.0% |
| Participant deferral / active EE | $1,582 | $2,089-24.3% | $2,914-45.7% | $3,539-55.3% |
| Admin fee / account holder | $136 | $134+1.8% | $4,310-96.8% | $142-4.3% |