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 |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $99,577 |
IRON-CO-FID-COMPREHENSIVE6 years Filed as: IRON CO FID COMPREHENSIVE Service code 49 · EIN 26-2409128 | Other Services | $8,579 |
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 · EIN 31-4156830 | Recordkeeping | $2,145 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 15 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,690 | $49,451-42.0% | $79,550-63.9% | $66,914-57.1% |
| Participation rate | 84.2% | 61.3%+22.8pp | 69.5%+14.7pp | 69.8%+14.4pp |
| Annual return | -17.94% | 84.25%-102.2pp | 0.16%-18.1pp | 1.58%-19.5pp |
| Employer contribution / active EE | $1,197 | $1,266-5.4% | $2,413-50.4% | $2,544-53.0% |
| Participant deferral / active EE | $2,954 | $3,159-6.5% | $3,985-25.9% | $4,237-30.3% |
| Admin fee / account holder | $134 | $595-77.4% | $6,832-98.0% | $593-77.4% |