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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $100,574 |
WIPFLI LLP6+ years Service code 15 · EIN 39-0758449 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $9,916 |
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 | $41,825 | $52,293-20.0% | $178,490-76.6% | $73,409-43.0% |
| Participation rate | 51.2% | 65.3%-14.1pp | 81.9%-30.7pp | 72.2%-20.9pp |
| Annual return | 15.28% | 34.75%-19.5pp | 151.07%-135.8pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,454 | $1,735-16.2% | $5,011-71.0% | $2,234-34.9% |
| Participant deferral / active EE | $2,703 | $2,332+15.9% | $5,202-48.0% | $3,805-29.0% |
| Admin fee / account holder | $26 | $127-80.0% | $13,984-99.8% | $158-83.8% |