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 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $55,621 |
SECURITIES AMERICA INC2 years Service code 27 | Advisory (Plan) | $31,522 |
FRANKEL LERNER & O'CONNOR4+ years Service code 13 · EIN 23-2121805 1600 HORIZON DRIVE, SUITE 100 · CHALFONT, PA 18914 | Contract Administrator | $21,679 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $50,958-100.0% | $74,550-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.1%-69.1pp | 69.6%-69.6pp |
| Annual return | -3.35% | -1.86%-1.5pp | 32.53%-35.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $952 | $1,115-14.7% | $1,961-51.5% | $2,381-60.0% |
| Participant deferral / active EE | $2,311 | $2,301+0.4% | $3,108-25.6% | $3,470-33.4% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |