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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,509 |
WIPFLI LLP3+ years Service code 15 · EIN 39-0758449 ATTN PAM BRANSHAW · EAU CLAIRE, WI 547017756 | Recordkeeping | $6,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,090 | $46,173-30.5% | $170,442-81.2% | $69,631-53.9% |
| Participation rate | 56.8% | 63.9%-7.1pp | 83.6%-26.8pp | 70.7%-13.9pp |
| Annual return | 17.60% | 21.62%-4.0pp | 205.93%-188.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,382 | $1,610-14.1% | $5,433-74.6% | $2,032-32.0% |
| Participant deferral / active EE | $2,620 | $2,080+25.9% | $4,939-47.0% | $3,224-18.7% |
| Admin fee / account holder | $43 | $116-62.6% | $13,880-99.7% | $110-60.7% |