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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,094 |
PENSION ASSURANCE LLP3 years Filed as: THE PENSION SERVICE, INC. Service code 14 · EIN 06-0874395 127 WASHINGTON AVENUE · NORTH HAVEN, CT 064731715 | Plan Administrator | $4,406 |
Service code 27 · EIN 59-1237041 PO BOX 14527 · ST PETERSBURG, FL 337334527 | Advisory (Plan) | $3,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,183 | $65,376-37.0% | $87,100-52.7% | $65,185-36.8% |
| Participation rate | 56.8% | 75.3%-18.6pp | 76.9%-20.1pp | 70.2%-13.4pp |
| Annual return | 24.74% | 31.27%-6.5pp | 28.19%-3.5pp | 29.38%-4.6pp |
| Employer contribution / active EE | $992 | $1,822-45.6% | $2,521-60.7% | $2,177-54.4% |
| Participant deferral / active EE | $1,923 | $3,388-43.2% | $4,049-52.5% | $3,514-45.3% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |