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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,664 |
Filed as: REA & ASSOCIATES, INC. Service code 15 · EIN 34-1310124 | Recordkeeping | $14,083 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON CO FID TRADTIONAL Service code 22 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Insurance Broker | $6,463 |
NATIONWIDE2 years Filed as: MATIONWIDE LIFE INSURANCE Service code 22 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Insurance Broker | $1,616 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA Service code 14 6830 COMMERCE COURT DR · BLACKLIK, OH 43004 | Plan Administrator | $180 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 22 1300S CLINTOIN ST, SUITE 150 · FT WAYNE, IN 46802 | Insurance Broker | $0 |
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 | $25,444 | $39,948-36.3% | $89,391-71.5% | $73,409-65.3% |
| Participation rate | 91.9% | 50.4%+41.5pp | 68.0%+24.0pp | 72.2%+19.8pp |
| Annual return | 17.05% | 50.12%-33.1pp | 245.62%-228.6pp | 59.29%-42.2pp |
| Employer contribution / active EE | $1,643 | $1,200+36.9% | $2,586-36.5% | $2,234-26.5% |
| Participant deferral / active EE | $2,106 | $2,193-4.0% | $3,890-45.9% | $3,805-44.7% |
| Admin fee / account holder | $290 | $134+115.8% | $4,881-94.1% | $158+83.4% |