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 |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $99,682 |
HORNOR TOWNSEND & KENT INC7+ years Filed as: HORNOR, TOWNSEND & KENT, INC Service code 28 | Investment Management | $39,574 |
INTAC ACTUARIAL SERVICES7+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 12 | Consulting fees; Claims processing; C... | $20,015 |
INTAC ACTUARIAL SERVICES7+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 52 | Indirect Investment Fees | $2,937 |
HORNOR TOWNSEND & KENT INC7+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,720 | $58,347+24.6% | $85,682-15.1% | $86,799-16.2% |
| Participation rate | 50.3% | 64.9%-14.6pp | 69.9%-19.6pp | 72.3%-22.0pp |
| Annual return | 12.70% | 18.43%-5.7pp | 21.49%-8.8pp | 97.91%-85.2pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,618-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,353 | $3,065-23.3% | $3,923-40.0% | $4,131-43.0% |
| Admin fee / account holder | $0 | $147-100.0% | $6,873-100.0% | $170-100.0% |