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 |
|---|---|---|
NATIONWIDE4+ years Service code 53 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance Commissions | $124,987 |
Filed as: BENEFIT PLANS INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $84,805 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON CO FID COMPREHENSIVE Service code 27 630 DUNDEE ROAD SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $14,886 |
Service code 10 4815 SOUTH 107TH AVENUE · OMAHA, NE 68127 | Accounting | $12,000 |
WEINBERG & WEINBERG, PC4+ years Filed as: WEINBERG AND WEINBERG Service code 29 9290 WEST DODGE ROAD SUITE 205 · OMAHA, NE 68124 | Legal | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,977 | $66,601-41.5% | $92,893-58.0% | $67,579-42.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 6.97% | 92.58%-85.6pp | 109.41%-102.4pp | 378.56%-371.6pp |
| Employer contribution / active EE | $2,763 | $2,775-0.4% | $3,653-24.3% | $2,148+28.7% |
| Participant deferral / active EE | $1,078 | $3,157-65.9% | $4,236-74.6% | $3,539-69.5% |
| Admin fee / account holder | $62 | $199-69.0% | $5,794-98.9% | $142-56.6% |