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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $66,335 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,000 | $36,916-21.4% | $156,549-81.5% | $57,658-49.7% |
| Participation rate | 84.6% | 63.4%+21.1pp | 84.0%+0.6pp | 70.2%+14.3pp |
| Annual return | 4.55% | 12.38%-7.8pp | 32.23%-27.7pp | 5.13%-0.6pp |
| Employer contribution / active EE | $2,911 | $1,571+85.3% | $5,501-47.1% | $1,974+47.5% |
| Participant deferral / active EE | $2,026 | $1,926+5.2% | $4,871-58.4% | $3,061-33.8% |
| Admin fee / account holder | $38 | $82-53.7% | $13,027-99.7% | $95-59.6% |