Filed March 3, 2021
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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $39,423 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 15 · EIN 47-0644967 4600 S ULSTER ST · DENVER, CO 80237 | Recordkeeping | $30,083 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 · EIN 31-1332744 | Advisory (Participants) | $23,427 |
ADVISER INVESTMENTS3+ years Filed as: ADVISER DEALER SERVICES, INC. Service code 15 P.O. BOX 7177 · DUBLIN, OH 43017 | Recordkeeping | $0 |
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 | $60,062 | $53,925+11.4% | $75,670-20.6% | $69,631-13.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 15.65% | 17.84%-2.2pp | 27.34%-11.7pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,650 | $1,802+47.1% | $2,352+12.7% | $2,032+30.4% |
| Participant deferral / active EE | $3,836 | $2,569+49.3% | $3,142+22.1% | $3,224+19.0% |
| Admin fee / account holder | $112 | $97+15.5% | $5,800-98.1% | $110+1.6% |