Filed April 23, 2019 (most recent of 2 filings on file)
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 | $82,965 |
BILLINGS AND COMPANY, INC.3+ years Service code 15 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 51104 | Recordkeeping | $9,970 |
PARK AVENUE SECURITIES LLC2+ years Filed as: PARK AVENUE SECURITIES, LLC Service code 26 7 HANOVER SQUARE · NEW YORK, NY 100040000 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,211 | $44,989-24.0% | $170,442-79.9% | $77,958-56.1% |
| Participation rate | 9.7% | 64.6%-54.9pp | 83.6%-73.9pp | 71.6%-61.9pp |
| Annual return | 15.33% | 19.61%-4.3pp | 205.93%-190.6pp | 20.87%-5.5pp |
| Employer contribution / active EE | $140 | $1,466-90.4% | $5,433-97.4% | $2,310-93.9% |
| Participant deferral / active EE | $213 | $2,208-90.3% | $4,939-95.7% | $3,537-94.0% |
| Admin fee / account holder | $243 | $69+253.0% | $13,880-98.2% | $97+149.9% |