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 8-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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,049 |
Filed as: MAYFLOWER ADVISORS Service code 27 265 FRANKLIN STREET, 4TH FL · BOSTON, MA 02110 | Advisory (Plan) | $28,135 |
THE ANGELL PENSION GROUP, INC.4+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $4,708 |
INVESCO1 year Filed as: INVESCO INVESTMENTS Service code 15 | Recordkeeping | $1,106 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,069 | $95,416-22.4% | $185,823-60.1% | $85,850-13.7% |
| Participation rate | 75.6% | 68.8%+6.8pp | 81.7%-6.1pp | 69.3%+6.2pp |
| Annual return | 13.33% | 23.59%-10.3pp | 122.05%-108.7pp | 318.53%-305.2pp |
| Employer contribution / active EE | $55 | $3,314-98.3% | $5,167-98.9% | $2,565-97.9% |
| Participant deferral / active EE | $10,610 | $3,423+209.9% | $5,568+90.6% | $3,952+168.5% |
| Admin fee / account holder | $698 | $7,213-90.3% | $16,237-95.7% | $6,260-88.9% |