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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $206,364 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PKWY STE 550 · DULUTH, GA 30096 | Contract Administrator | $60,527 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-INDEX COMPREHENSIVE Service code 28 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Investment Management | $29,774 |
CARR, RIGGS & INGRAM, LLC6 years Filed as: CARR, RIGGS AND INGRAM Service code 10 4004 SUMMIT BLVD NE SUITE 800 · ATLANTA, GA 30319 | Accounting | $19,000 |
NATIONWIDE6 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 99 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Other Fees | $0 |
Filed as: SILVER OAK SECURITIES INC Service code 28 403 N PKWY STE 101 · JACKSON, TN 38305 | Investment Management | $0 |
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 | $155,220 | $106,028+46.4% | $146,958+5.6% | $77,643+99.9% |
| Participation rate | 91.1% | 78.4%+12.8pp | 82.2%+9.0pp | 70.6%+20.6pp |
| Annual return | 30.47% | 56.73%-26.3pp | 418.34%-387.9pp | 31.24%-0.8pp |
| Employer contribution / active EE | $1,323 | $4,063-67.4% | $4,933-73.2% | $2,726-51.5% |
| Participant deferral / active EE | $9,517 | $7,990+19.1% | $8,070+17.9% | $4,647+104.8% |
| Admin fee / account holder | $745 | $337+120.7% | $12,998-94.3% | $430+73.1% |