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 |
|---|---|---|
NATIONAL ADMINISTRATION, INC.1+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD · MENASHA, WI 54942 | Recordkeeping | $23,440 |
Filed as: WINTER, KLOMANN, MOTER & REPP S.C. Service code 10 · EIN 39-1275499 | Accounting | $10,025 |
NATIONAL ADMINISTRATION, INC.1+ years Filed as: NATIONAL ADMINISTRATION INC. Service code 15 | Recordkeeping | $1,121 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $666 |
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 | $23,773 | $39,819-40.3% | $67,834-65.0% | $57,658-58.8% |
| Participation rate | 93.5% | 61.2%+32.2pp | 68.8%+24.7pp | 70.2%+23.2pp |
| Annual return | 10.78% | 9.19%+1.6pp | 138.47%-127.7pp | 5.13%+5.7pp |
| Employer contribution / active EE | $417 | $1,277-67.4% | $2,403-82.7% | $1,974-78.9% |
| Participant deferral / active EE | $1,928 | $2,209-12.7% | $3,160-39.0% | $3,061-37.0% |
| Admin fee / account holder | $63 | $84-24.1% | $4,622-98.6% | $95-32.9% |