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 |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $100,357 |
IRON-CO-FID-COMPREHENSIVE7 years Filed as: IRON CO FID COMPREHENSIVE Service code 49 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Other Services | $8,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,567 | $53,165-38.7% | $86,188-62.2% | $74,419-56.2% |
| Participation rate | 61.2% | 64.9%-3.6pp | 69.0%-7.7pp | 70.7%-9.5pp |
| Annual return | 19.98% | 22.64%-2.7pp | 1168.45%-1148.5pp | 34.38%-14.4pp |
| Employer contribution / active EE | $799 | $1,210-34.0% | $2,380-66.5% | $2,637-69.7% |
| Participant deferral / active EE | $1,990 | $3,234-38.5% | $3,985-50.1% | $4,528-56.1% |
| Admin fee / account holder | $121 | $551-78.1% | $6,852-98.2% | $348-65.3% |