Filed January 14, 2020
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 Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $20,328 |
PENTEGRA SERVICES, INC.4+ years Filed as: PENTEGRA RETIREMENT SERVICES Service code 10 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Accounting | $5,027 |
JJB HILLIARD W L LYONS LLC4+ years Filed as: JJB HILLIARD - WL LYONS, LLC Service code 17 P.O. BOX 32760 · LOUISVILLE, KY 40232 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,555 | $37,196-44.7% | $154,107-86.7% | $55,725-63.1% |
| Participation rate | 30.4% | 64.1%-33.7pp | 83.0%-52.7pp | 70.9%-40.5pp |
| Annual return | -9.28% | 1319.68%-1329.0pp | 735.12%-744.4pp | 244.93%-254.2pp |
| Employer contribution / active EE | $222 | $1,614-86.2% | $5,298-95.8% | $2,078-89.3% |
| Participant deferral / active EE | $915 | $2,068-55.7% | $5,081-82.0% | $3,356-72.7% |
| Admin fee / account holder | $211 | $102+108.0% | $13,411-98.4% | $115+83.4% |