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 9-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 |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $54,749 |
Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Contract Administrator | $11,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,706 | $47,922+20.4% | $75,886-24.0% | $65,185-11.5% |
| Participation rate | 61.6% | 63.0%-1.4pp | 69.3%-7.7pp | 70.2%-8.6pp |
| Annual return | 5.33% | 24.12%-18.8pp | 30.76%-25.4pp | 29.38%-24.1pp |
| Employer contribution / active EE | $865 | $1,557-44.5% | $2,500-65.4% | $2,177-60.3% |
| Participant deferral / active EE | $3,247 | $2,550+27.3% | $3,603-9.9% | $3,514-7.6% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |