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 |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $68,929 |
Filed as: HORNOR, TOWNSEND, & KENT LLC Service code 99 | Other Fees | $55,244 |
PROACCOUNT1 year Service code 26 · EIN 22-2446239 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $38,077 |
INTAC ACTUARIAL SERVICES10+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 12 · EIN 22-2446239 | Consulting fees; Claims processing; C... | $18,172 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 12 | Consulting fees; Consulting (pension)... | $17,032 |
HORNOR TOWNSEND & KENT INC10+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,222 | $55,416+26.7% | $75,972-7.6% | $77,643-9.6% |
| Participation rate | 66.3% | 63.6%+2.7pp | 69.1%-2.7pp | 70.6%-4.3pp |
| Annual return | 11.14% | 17.07%-5.9pp | 359.55%-348.4pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,566 | $1,788-12.4% | $2,685-41.7% | $2,726-42.6% |
| Participant deferral / active EE | $3,997 | $3,447+15.9% | $4,255-6.1% | $4,647-14.0% |
| Admin fee / account holder | $104 | $414-74.9% | $6,467-98.4% | $430-75.9% |