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 |
|---|---|---|
PAI5+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WV 54115 | Contract Administrator | $10,598 |
Filed as: NYLIFE SECURITIES, LLC Service code 27 112 E. MAIN ST. · BEULAH, ND 58523 | Advisory (Plan) | $9,511 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,039 | $91,190-79.1% | $178,490-89.3% | $79,858-76.2% |
| Participation rate | 75.3% | 69.2%+6.1pp | 81.9%-6.7pp | 69.6%+5.6pp |
| Annual return | -1.03% | 24.19%-25.2pp | 151.07%-152.1pp | 31.71%-32.7pp |
| Employer contribution / active EE | $1,743 | $3,256-46.5% | $5,011-65.2% | $2,471-29.5% |
| Participant deferral / active EE | $2,128 | $3,236-34.2% | $5,202-59.1% | $3,740-43.1% |
| Admin fee / account holder | $56 | $6,751-99.2% | $13,984-99.6% | $5,306-98.9% |