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 | $32,002 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 27 · EIN 27-4034238 361 DELAWARE AVE. · BUFFALO, NY 14202 | Advisory (Plan) | $31,272 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 200 JOHN JAMES AUDUBON PKWY · AMHERST, NY 14221 | Contract Administrator | $10,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,848 | $52,670+34.5% | $90,404-21.6% | $73,409-3.5% |
| Participation rate | 57.4% | 67.7%-10.3pp | 72.7%-15.3pp | 72.2%-14.8pp |
| Annual return | 12.18% | 20.70%-8.5pp | 1293.02%-1280.8pp | 59.29%-47.1pp |
| Employer contribution / active EE | $404 | $1,872-78.4% | $3,262-87.6% | $2,234-81.9% |
| Participant deferral / active EE | $3,198 | $2,807+13.9% | $3,963-19.3% | $3,805-16.0% |
| Admin fee / account holder | $210 | $117+80.1% | $5,611-96.3% | $158+33.2% |