Filed February 5, 2018
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 |
|---|---|---|
NATIONWIDE9 years Service code 15 · EIN 31-1592130 37 W. BROAD ST 10TH FLOOR · COLUMBUS, OH 43215 | Recordkeeping | $53,670 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $41,871 |
NEWPORT GROUP, INC.6 years Service code 27 · EIN 27-2037969 200 DRYDEN RD SUITE 400 · DRESHER, PA 19025 | Advisory (Plan) | $34,174 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Advisory (Participants) | $31,254 |
NATIONWIDE7 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $1,735 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,473 | $50,820-57.7% | $155,567-86.2% | $77,671-72.4% |
| Participation rate | 78.9% | 63.1%+15.8pp | 78.2%+0.7pp | 70.6%+8.3pp |
| Annual return | 14.76% | 34.85%-20.1pp | 64.74%-50.0pp | 31.21%-16.4pp |
| Employer contribution / active EE | $1,682 | $1,993-15.6% | $4,674-64.0% | $2,726-38.3% |
| Participant deferral / active EE | $3,334 | $2,823+18.1% | $5,628-40.8% | $4,648-28.3% |
| Admin fee / account holder | $156 | $436-64.2% | $15,916-99.0% | $430-63.7% |