Filed December 23, 2016
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 | $45,785 |
NFP RETIREMENT INC1 year Filed as: NFP LINCOLN BENEFITS GROUP, INC Service code 13 · EIN 52-1548008 1300 VIRGINIA DRIVE · FT WASHINGTON, PA 190343272 | Contract Administrator | $12,211 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,212 | $74,552-72.9% | $62,995-67.9% | $69,631-71.0% |
| Participation rate | 81.5% | 78.3%+3.2pp | 74.8%+6.7pp | 70.7%+10.8pp |
| Annual return | 12.32% | 15.77%-3.4pp | 87.57%-75.2pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $216 | $2,929-92.6% | $2,759-92.2% | $2,032-89.4% |
| Participant deferral / active EE | $1,518 | $2,974-49.0% | $3,329-54.4% | $3,224-52.9% |
| Admin fee / account holder | $43 | $59-27.8% | $3,600-98.8% | $110-61.2% |