Filed February 8, 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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $74,164 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON CO FID COMPREHENSIVE Service code 15 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Recordkeeping | $5,742 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $1,102 |
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 | $31,868 | $35,485-10.2% | $74,550-57.3% | $55,725-42.8% |
| Participation rate | 82.5% | 62.5%+20.0pp | 69.1%+13.3pp | 70.9%+11.6pp |
| Annual return | 7.35% | 0.72%+6.6pp | 32.53%-25.2pp | 244.93%-237.6pp |
| Employer contribution / active EE | $989 | $777+27.2% | $1,961-49.6% | $2,078-52.4% |
| Participant deferral / active EE | $2,649 | $2,181+21.4% | $3,108-14.8% | $3,356-21.1% |
| Admin fee / account holder | $0 | $114-100.0% | $5,060-100.0% | $115-100.0% |