Filed April 22, 2016 (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 Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 14 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Plan Administrator | $209,052 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PKWY SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $50,484 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 28 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Investment Management | $27,514 |
CARR, RIGGS & INGRAM, LLC3 years Filed as: CARR, RIGGS AND INGRAM Service code 10 4004 SUMMIT BLVD NE SUITE 800 · ATLANTA, GA 30319 | Accounting | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,153 | $203,209-21.2% | $159,436+0.4% | - |
| Participation rate | 98.8% | 77.0%+21.8pp | 82.8%+16.0pp | - |
| Annual return | 16.04% | 10.23%+5.8pp | 263.57%-247.5pp | - |
| Employer contribution / active EE | $0 | $2,919-100.0% | $4,829-100.0% | - |
| Participant deferral / active EE | $10,948 | $5,954+83.9% | $7,352+48.9% | - |
| Admin fee / account holder | $820 | $10,627-92.3% | $10,799-92.4% | - |