Filed February 4, 2025
Total covered: 11 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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,793 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 22 400 1ST STREET SOUTH STE 300 · ST CLOUD, MN 56301 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,050 | $55,453-63.8% | $170,442-88.2% | $62,292-67.8% |
| Participation rate | 42.6% | 66.4%-23.8pp | 83.6%-41.0pp | 69.5%-26.9pp |
| Annual return | 15.58% | 21.38%-5.8pp | 205.93%-190.4pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,046 | $2,164-51.7% | $5,433-80.8% | $2,042-48.8% |
| Participant deferral / active EE | $1,596 | $2,303-30.7% | $4,939-67.7% | $3,169-49.7% |
| Admin fee / account holder | $240 | $455-47.3% | $13,880-98.3% | $479-50.0% |