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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPANY Service code 19 · EIN 31-1592130 | Securities Custodian | $24,603 |
HOWARD SIMON & ASSOCIATES, INC.2+ years Service code 37 · EIN 36-3132823 | Loan Processing | $2,730 |
WINTRUST INVESTMENTS LLC2+ years Filed as: WAYNE HUMMER INVESTMENTS, LLC Service code 27 222 S. RIVERSIDE PLAZA · CHICAGO, IL 606066607 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,939 | $60,165-56.9% | $74,183-65.0% | $55,167-53.0% |
| Participation rate | 77.5% | 74.2%+3.3pp | 76.6%+0.8pp | 69.0%+8.5pp |
| Annual return | 10.35% | 10.00%+0.4pp | 17.74%-7.4pp | 169.23%-158.9pp |
| Employer contribution / active EE | $144 | $1,600-91.0% | $2,370-93.9% | $1,963-92.6% |
| Participant deferral / active EE | $2,412 | $2,973-18.8% | $3,550-32.0% | $3,054-21.0% |
| Admin fee / account holder | $17 | $419-95.9% | $5,586-99.7% | $504-96.6% |