Filed December 3, 2014
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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,259 |
Filed as: KESTRA INVESTMENT SERVICES, LL Service code 14 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Plan Administrator | $30,723 |
NFP RETIREMENT INC3+ years Filed as: NFP LINCOLN BENEFITS GROUP Service code 14 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Plan Administrator | $8,214 |
CLS INVESTMENTS3+ years Service code 26 · EIN 13-4109249 17605 WRIGHT STREET · OMAHA, NE 68130 | Advisory (Participants) | $4,793 |
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 | $57,448 | $44,873+28.0% | $79,464-27.7% | $56,287+2.1% |
| Participation rate | 81.6% | 68.7%+12.9pp | 73.3%+8.3pp | 69.9%+11.8pp |
| Annual return | 9.80% | 0.81%+9.0pp | 718.14%-708.3pp | -9.96%+19.8pp |
| Employer contribution / active EE | $549 | $2,140-74.4% | $2,800-80.4% | $2,111-74.0% |
| Participant deferral / active EE | $2,355 | $2,746-14.3% | $3,704-36.4% | $3,350-29.7% |
| Admin fee / account holder | $294 | $418-29.8% | $5,113-94.3% | $521-43.6% |