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 |
|---|---|---|
NATIONWIDE2+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $31,952 |
ERISA SERVICES, INC.2+ years Service code 13 · EIN 62-1200951 | Contract Administrator | $3,500 |
Filed as: JOHN CARROLL TURNER Service code 27 5121 OOLTEWAH RINGGOLD RD, SUITE D · OOLTEWAH, TN 37363 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,612 | $36,916-63.1% | $156,549-91.3% | $57,658-76.4% |
| Participation rate | 48.9% | 63.4%-14.5pp | 84.0%-35.1pp | 70.2%-21.3pp |
| Annual return | 12.47% | 12.38%+0.1pp | 32.23%-19.8pp | 5.13%+7.3pp |
| Employer contribution / active EE | $649 | $1,571-58.7% | $5,501-88.2% | $1,974-67.1% |
| Participant deferral / active EE | $1,109 | $1,926-42.4% | $4,871-77.2% | $3,061-63.8% |
| Admin fee / account holder | $108 | $82+31.0% | $13,027-99.2% | $95+14.3% |