Filed June 13, 2016 (most recent of 5 filings on file)
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 |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 73215 | Contract Administrator | $432,222 |
TIAA10+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $170,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,038 | $73,283+37.9% | $155,567-35.1% | $106,408-5.0% |
| Participation rate | 5.1% | 73.3%-68.2pp | 78.2%-73.1pp | 69.9%-64.8pp |
| Annual return | 13.11% | 15.76%-2.6pp | 64.74%-51.6pp | 17.37%-4.3pp |
| Employer contribution / active EE | $4,022 | $2,241+79.5% | $4,674-13.9% | $3,361+19.7% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,628-100.0% | $5,567-100.0% |
| Admin fee / account holder | $50 | $56-11.0% | $15,916-99.7% | $79-37.1% |