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 |
|---|---|---|
NATIONWIDE9+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $13,285 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 27 · EIN 27-4034238 361 DELAWARE AVE. · BUFFALO, NY 14202 | Advisory (Plan) | $8,821 |
ACTUARIAL BENEFITS CORP5 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 200 JOHN JAMES AUDUBON PKWY · AMHERST, NY 14221 | Contract Administrator | $2,080 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,242 | $65,908-14.7% | $81,812-31.3% | $77,643-27.6% |
| Participation rate | 74.8% | 65.8%+9.0pp | 72.3%+2.5pp | 70.6%+4.2pp |
| Annual return | 25.79% | 26.64%-0.9pp | 773.79%-748.0pp | 31.24%-5.4pp |
| Employer contribution / active EE | $236 | $2,370-90.0% | $2,912-91.9% | $2,726-91.3% |
| Participant deferral / active EE | $4,478 | $3,505+27.8% | $4,319+3.7% | $4,647-3.6% |
| Admin fee / account holder | $83 | $526-84.3% | $7,386-98.9% | $430-80.8% |