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 |
|---|---|---|
PAI2+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WV 54115 | Contract Administrator | $10,786 |
Filed as: NYLIFE SECURITIES, LLC Service code 27 112 E. MAIN ST. · BEULAH, ND 58523 | Advisory (Plan) | $10,301 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,005 | $55,453-63.9% | $170,442-88.3% | $62,292-67.9% |
| Participation rate | 73.9% | 66.4%+7.5pp | 83.6%-9.7pp | 69.5%+4.4pp |
| Annual return | 16.29% | 21.38%-5.1pp | 205.93%-189.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,338 | $2,164-38.2% | $5,433-75.4% | $2,042-34.5% |
| Participant deferral / active EE | $1,497 | $2,303-35.0% | $4,939-69.7% | $3,169-52.7% |
| Admin fee / account holder | $29 | $455-93.6% | $13,880-99.8% | $479-93.9% |