Filed November 10, 2014
Total covered: 6 employees
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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4177100 | Recordkeeping | $14,024 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,950 | $67,984+138.2% | $65,493+147.3% | $74,304+118.0% |
| Participation rate | 98.2% | 66.3%+31.9pp | 73.1%+25.1pp | 60.3%+37.9pp |
| Annual return | 17.30% | 19.87%-2.6pp | 982.45%-965.1pp | 29.43%-12.1pp |
| Employer contribution / active EE | $9,459 | $2,491+279.7% | $2,574+267.4% | $2,241+322.0% |
| Participant deferral / active EE | $11,380 | $3,346+240.1% | $3,961+187.3% | $3,767+202.1% |
| Admin fee / account holder | $77 | $1,373-94.4% | $5,028-98.5% | $2,969-97.4% |