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 |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $111,983 |
HORNOR TOWNSEND & KENT INC9+ years Filed as: HORNOR, TOWNSEND & KENT, INC Service code 28 | Investment Management | $44,791 |
INTAC ACTUARIAL SERVICES9+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 12 · EIN 11-3401702 | Claims processing; Consulting (pensio... | $34,483 |
HORNOR TOWNSEND & KENT INC9+ years Filed as: HORNOR TOWNSEND & KENT, INC. Service code 99 600 DRESHER ROAD · HORSHAM, PA 19044 | Other Fees | $0 |
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 | $58,785 | $49,693+18.3% | $70,515-16.6% | $74,419-21.0% |
| Participation rate | 70.3% | 64.7%+5.6pp | 68.3%+1.9pp | 70.7%-0.5pp |
| Annual return | 14.99% | 21.22%-6.2pp | 32.77%-17.8pp | 34.38%-19.4pp |
| Employer contribution / active EE | $1,649 | $1,773-7.0% | $2,973-44.5% | $2,637-37.5% |
| Participant deferral / active EE | $3,960 | $3,376+17.3% | $4,567-13.3% | $4,528-12.6% |
| Admin fee / account holder | $249 | $316-21.0% | $6,412-96.1% | $348-28.3% |