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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $59,992 |
WIPFLI LLP4+ years Service code 15 · EIN 39-0758449 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $8,033 |
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 | $29,432 | $37,196-20.9% | $154,107-80.9% | $55,725-47.2% |
| Participation rate | 58.8% | 64.1%-5.3pp | 83.0%-24.3pp | 70.9%-12.1pp |
| Annual return | -6.22% | 1319.68%-1325.9pp | 735.12%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,458 | $1,614-9.7% | $5,298-72.5% | $2,078-29.9% |
| Participant deferral / active EE | $2,711 | $2,068+31.1% | $5,081-46.6% | $3,356-19.2% |
| Admin fee / account holder | $45 | $102-55.6% | $13,411-99.7% | $115-60.8% |