Filed September 8, 2020
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 |
|---|---|---|
Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 15 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $38,004 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,394 |
TAX FAVORED BENEFITS, INC.4 years Service code 13 · EIN 48-0912395 | Contract Administrator | $17,990 |
Service code 27 6504 BRIDGEPORT PARKWAY STE 450 · AUSTIN, TN 78730 | Advisory (Plan) | $3,757 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,728 | $64,119+5.6% | $112,228-39.7% | $66,914+1.2% |
| Participation rate | 97.8% | 68.5%+29.3pp | 75.1%+22.7pp | 69.8%+28.0pp |
| Annual return | -17.19% | -13.81%-3.4pp | 27.45%-44.6pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,469 | $3,005-17.9% | $3,635-32.1% | $2,544-3.0% |
| Participant deferral / active EE | $4,485 | $3,693+21.5% | $4,728-5.1% | $4,237+5.9% |
| Admin fee / account holder | $294 | $625-53.0% | $6,410-95.4% | $593-50.5% |