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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,859 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA FINANCIAL SPECIALIST Service code 27 | Advisory (Plan) | $7,046 |
INTAC ACTUARIAL SERVICES2+ years Service code 12 | Recordkeeping and information managem... | $4,679 |
INTAC ACTUARIAL SERVICES2+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 12 · EIN 11-3401702 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Consulting (pension); Participant loa... | $1,129 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA FINANCIAL SPECIALISTS Service code 27 200 N MARTINGALE RD. · SCHAUMBURG, IL 60173 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,440 | $50,898-46.1% | $171,082-84.0% | $55,167-50.3% |
| Participation rate | 14.7% | 63.3%-48.6pp | 76.7%-62.0pp | 69.0%-54.3pp |
| Annual return | 6.27% | 15.34%-9.1pp | 32.56%-26.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $265 | $1,433-81.5% | $4,002-93.4% | $1,963-86.5% |
| Participant deferral / active EE | $1,074 | $2,994-64.1% | $4,797-77.6% | $3,054-64.8% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |