Filed May 30, 2019
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 37 · EIN 31-4156830 | Loan Processing | $35,068 |
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 | $55,515 | $52,884+5.0% | $84,750-34.5% | $55,167+0.6% |
| Participation rate | 99.4% | 67.5%+31.9pp | 76.6%+22.8pp | 69.0%+30.4pp |
| Annual return | 7.00% | 18.03%-11.0pp | 22.78%-15.8pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,813 | $2,233+25.9% | $3,574-21.3% | $1,963+43.3% |
| Participant deferral / active EE | $6,759 | $2,644+155.7% | $3,712+82.1% | $3,054+121.3% |
| Admin fee / account holder | $11 | $581-98.0% | $5,332-99.8% | $504-97.7% |