Filed May 25, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $227,962 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PKWY, SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $63,814 |
Filed as: PENSION FINANCIAL SERVICE INC Service code 13 | Contract Administrator | $33,945 |
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 | $58,375 | $61,125-4.5% | $108,579-46.2% | $63,975-8.8% |
| Participation rate | 75.4% | 80.5%-5.2pp | 79.6%-4.2pp | 71.1%+4.2pp |
| Annual return | 9.34% | 14.06%-4.7pp | -51.70%+61.0pp | 48.65%-39.3pp |
| Employer contribution / active EE | $917 | $2,237-59.0% | $3,758-75.6% | $2,182-57.9% |
| Participant deferral / active EE | $2,878 | $3,574-19.5% | $4,311-33.2% | $3,356-14.3% |
| Admin fee / account holder | $236 | $72+228.7% | $7,645-96.9% | $70+235.8% |