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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $96,639 |
HORNOR TOWNSEND & KENT INC8+ years Filed as: HORNOR, TOWNSEND & KENT, INC Service code 28 | Investment Management | $39,011 |
INTAC ACTUARIAL SERVICES8+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 12 · EIN 11-3401702 | Consulting (pension); Claims processi... | $25,551 |
HORNOR TOWNSEND & KENT INC8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,195 | $44,764+9.9% | $68,791-28.5% | $64,808-24.1% |
| Participation rate | 67.6% | 64.8%+2.8pp | 69.0%-1.5pp | 71.5%-3.9pp |
| Annual return | -14.41% | -10.91%-3.5pp | -6.38%-8.0pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,385 | $1,775-22.0% | $2,655-47.8% | $2,506-44.7% |
| Participant deferral / active EE | $3,361 | $3,238+3.8% | $3,941-14.7% | $4,310-22.0% |
| Admin fee / account holder | $75 | $151-50.3% | $4,932-98.5% | $188-59.9% |