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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $78,045 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $0 |
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 | $34,482 | $46,173-25.3% | $170,442-79.8% | $69,631-50.5% |
| Participation rate | 81.4% | 63.9%+17.5pp | 83.6%-2.2pp | 70.7%+10.7pp |
| Annual return | 14.29% | 21.62%-7.3pp | 205.93%-191.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $2,937 | $1,610+82.5% | $5,433-45.9% | $2,032+44.5% |
| Participant deferral / active EE | $2,121 | $2,080+2.0% | $4,939-57.1% | $3,224-34.2% |
| Admin fee / account holder | $56 | $116-51.5% | $13,880-99.6% | $110-49.1% |