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 |
|---|---|---|
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $179,490 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PKWY SUITE 550 · DULUTH, GA 30096 | Contract Administrator | $43,878 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 28 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Investment Management | $24,129 |
CARR, RIGGS & INGRAM, LLC4 years Filed as: CARR, RIGGS AND INGRAM Service code 10 4004 SUMMIT BLVD NE SUITE 800 · ATLANTA, GA 30319 | Accounting | $14,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,996 | $82,202+41.1% | $125,339-7.5% | $64,808+79.0% |
| Participation rate | 91.9% | 77.9%+14.0pp | 82.4%+9.5pp | 71.5%+20.4pp |
| Annual return | -18.34% | 3.48%-21.8pp | 572.05%-590.4pp | 32.82%-51.2pp |
| Employer contribution / active EE | $2,965 | $3,615-18.0% | $4,814-38.4% | $2,506+18.3% |
| Participant deferral / active EE | $10,430 | $7,175+45.4% | $7,446+40.1% | $4,310+142.0% |
| Admin fee / account holder | $628 | $163+284.8% | $10,010-93.7% | $188+234.5% |