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 | $16,494 |
SYNOVUS TRUST COMPANY3+ years Service code 21 1148 BROADWAY 3RD FLOOR · COLUMBUS, GA 31901 | Bank Trustee | $13,876 |
Filed as: RETIREMENT PLAN SERVICE CO Service code 13 · EIN 58-2055093 5 CONCOURSE PARKWAY STE 1000 · ATLANTA, GA 30328 | Contract Administrator | $6,610 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $46,173-100.0% | $170,442-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 83.6%-83.6pp | 70.7%-70.7pp |
| Annual return | 15.06% | 21.62%-6.6pp | 205.93%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $150 | $1,610-90.7% | $5,433-97.2% | $2,032-92.6% |
| Participant deferral / active EE | $917 | $2,080-55.9% | $4,939-81.4% | $3,224-71.5% |
| Admin fee / account holder | $0 | $116-100.0% | $13,880-100.0% | $110-100.0% |