Filed September 22, 2019
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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,453 |
WIPFLI LLP1+ years Service code 15 · EIN 39-0758449 ATTN PAM BRANSHAW · EAU CLAIRE, WI 547017756 | Recordkeeping | $5,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,636 | $46,360-46.9% | $147,614-83.3% | $52,331-52.9% |
| Participation rate | 56.0% | 64.9%-8.9pp | 84.6%-28.6pp | 68.1%-12.1pp |
| Annual return | -3.17% | 1.62%-4.8pp | 61.98%-65.1pp | 4.54%-7.7pp |
| Employer contribution / active EE | $1,273 | $2,126-40.1% | $5,564-77.1% | $1,882-32.4% |
| Participant deferral / active EE | $2,389 | $2,258+5.8% | $4,895-51.2% | $3,022-20.9% |
| Admin fee / account holder | $39 | $766-95.0% | $11,611-99.7% | $592-93.5% |