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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $90,204 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELORS ROW · INDIANAPOLIS, IN 46240 | Recordkeeping fees; Other fees; Recor... | $49,663 |
Filed as: CORNERSTONE FINANCIAL SERVICES Service code 26 | Advisory (Participants) | $5,975 |
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 | $26,214 | $55,331-52.6% | $81,812-68.0% | $199,593-86.9% |
| Participation rate | 98.1% | 62.5%+35.6pp | 72.3%+25.8pp | 72.0%+26.1pp |
| Annual return | 14.42% | 19.59%-5.2pp | 773.79%-759.4pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,900 | $2,101-9.5% | $2,912-34.7% | $3,034-37.4% |
| Participant deferral / active EE | $3,323 | $3,283+1.2% | $4,319-23.1% | $5,087-34.7% |
| Admin fee / account holder | $26 | $346-92.5% | $7,386-99.6% | $269-90.3% |