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 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,689 |
PENTEGRA SERVICES, INC.4+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 13 · EIN 13-3892096 5350 77 CENTER DRIVE · CHARLOTTE, NC 28217 | Contract Administrator | $4,908 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,834 | $63,114-46.4% | $92,893-63.6% | $65,185-48.1% |
| Participation rate | 57.6% | 68.8%-11.2pp | 76.0%-18.4pp | 70.2%-12.6pp |
| Annual return | 22.81% | 28.75%-5.9pp | 109.41%-86.6pp | 29.38%-6.6pp |
| Employer contribution / active EE | $886 | $2,571-65.5% | $3,653-75.7% | $2,177-59.3% |
| Participant deferral / active EE | $1,907 | $3,108-38.6% | $4,236-55.0% | $3,514-45.7% |
| Admin fee / account holder | $151 | $624-75.8% | $5,794-97.4% | $847-82.2% |