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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,474 |
Service code 27 | Advisory (Plan) | $4,230 |
TRINITY PENSION CONSULTANTS2 years Service code 17 · EIN 20-4548831 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Pension Consulting | $720 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,762 | $44,473-60.1% | $76,523-76.8% | $55,725-68.1% |
| Participation rate | 14.6% | 51.0%-36.4pp | 68.0%-53.4pp | 70.9%-56.3pp |
| Annual return | -9.07% | -2.01%-7.1pp | -0.27%-8.8pp | 244.93%-254.0pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $476 | $1,988-76.1% | $3,835-87.6% | $3,356-85.8% |
| Admin fee / account holder | $0 | $134-100.0% | $4,848-100.0% | $115-100.0% |