Filed November 21, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $89,376 |
HORNOR TOWNSEND & KENT INC6+ years Filed as: HORNOR, TOWNSEND & KENT, INC Service code 28 | Investment Management | $30,440 |
INTAC ACTUARIAL SERVICES6+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 52 | Indirect Investment Fees | $10,523 |
INTAC ACTUARIAL SERVICES6+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 12 | Claims processing; Consulting fees; C... | $8,165 |
HORNOR TOWNSEND & KENT INC6+ years Filed as: HORNOR TOWNSEND & KENT, INC. Service code 99 600 DRESHER ROAD · HORSHAM, PA 19044 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,650 | $51,288+33.9% | $81,983-16.3% | $73,409-6.5% |
| Participation rate | 47.5% | 64.0%-16.5pp | 69.2%-21.8pp | 72.2%-24.7pp |
| Annual return | 20.05% | 29.48%-9.4pp | 41.31%-21.3pp | 59.29%-39.2pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,753 | $2,715-35.5% | $3,722-52.9% | $3,805-53.9% |
| Admin fee / account holder | $0 | $125-100.0% | $5,664-100.0% | $158-100.0% |