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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $269,027 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PKWY, SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $83,593 |
Filed as: PENSION FINANCIAL SERVICE INC Service code 13 | Contract Administrator | $39,304 |
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 | $68,727 | $67,228+2.2% | $117,854-41.7% | $77,958-11.8% |
| Participation rate | 77.0% | 79.4%-2.4pp | 79.7%-2.7pp | 71.6%+5.3pp |
| Annual return | 16.10% | 19.13%-3.0pp | 335.08%-319.0pp | 20.87%-4.8pp |
| Employer contribution / active EE | $925 | $2,211-58.1% | $3,786-75.6% | $2,310-60.0% |
| Participant deferral / active EE | $2,996 | $3,653-18.0% | $4,482-33.1% | $3,537-15.3% |
| Admin fee / account holder | $283 | $76+273.2% | $8,020-96.5% | $97+190.6% |