Filed April 4, 2018 (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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $190,988 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping fees; Other fees; Recor... | $25,689 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,588 | $43,113-52.2% | $82,719-75.1% | $77,904-73.6% |
| Participation rate | 91.1% | 63.8%+27.2pp | 72.6%+18.5pp | 73.7%+17.4pp |
| Annual return | -15.96% | 2.60%-18.6pp | 701.18%-717.1pp | 12.21%-28.2pp |
| Employer contribution / active EE | $1,211 | $1,924-37.1% | $3,009-59.8% | $2,848-57.5% |
| Participant deferral / active EE | $2,921 | $3,057-4.4% | $4,395-33.5% | $4,806-39.2% |
| Admin fee / account holder | $20 | $102-80.6% | $5,329-99.6% | $133-85.0% |