Filed February 21, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,874 |
INTAC ACTUARIAL SERVICES5 years Service code 17 50 TICE BOULEVARD · WOODCLIFF LAKE, NJ 07677 | Pension Consulting | $12,961 |
EQUITABLE ADVISORS LLC3 years Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $10,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,472 | $65,061-42.4% | $143,757-73.9% | $66,914-44.0% |
| Participation rate | 44.2% | 65.2%-21.0pp | 80.3%-36.1pp | 69.8%-25.6pp |
| Annual return | -17.06% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,163 | $2,361-50.7% | $4,951-76.5% | $2,544-54.3% |
| Participant deferral / active EE | $1,980 | $2,919-32.2% | $5,637-64.9% | $4,237-53.3% |
| Admin fee / account holder | $388 | $502-22.6% | $14,673-97.4% | $593-34.5% |