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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,642 |
INNOVATIVE PENSION2 years Filed as: INNOVATIVE PENSION STRATEGY DESIGN Service code 12 · EIN 33-0166640 12975 BROOKPRINTER PLACE, SUITE 200 · POWAY, CA 92064 | Direct payment from the plan; Claims ... | $15,998 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 17 12671 HIGH BLUFF DR., SUTIE 200 · SAN DIEGO, CA 92130 | Pension Consulting | $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 | $39,792 | $73,102-45.6% | $123,544-67.8% | $56,287-29.3% |
| Participation rate | 95.0% | 74.3%+20.6pp | 82.3%+12.7pp | 69.9%+25.1pp |
| Annual return | 0.53% | 3.01%-2.5pp | 119.20%-118.7pp | -9.96%+10.5pp |
| Employer contribution / active EE | $2,691 | $2,977-9.6% | $4,628-41.9% | $2,111+27.5% |
| Participant deferral / active EE | $4,524 | $5,423-16.6% | $6,426-29.6% | $3,350+35.1% |
| Admin fee / account holder | $34 | $554-93.9% | $9,284-99.6% | $521-93.5% |