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 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $10,581 |
PENSION PLUS INC4+ years Service code 49 FD ROOSEVELT AVE · SAN JUAN, PR 00918 | Other Services | $9,022 |
Filed as: CLARKE LANZEN SKALLA INVST FIRM, LL Service code 28 17605 WRIGHT ST. · OMAHA, NE 68130 | Investment Management | $2,088 |
CETERA ADVISOR NETWORKS LLC4+ years Filed as: CETERA ADVISOR NETWORKS Service code 55 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
CLS INVESTMENTS1 year Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $0 |
PENSION PLUS INC1 year Filed as: PENSION PLUS, INC Service code 49 FD ROOSEVELT AVE · SAN JUAN, PR 00918 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,192 | $43,327-90.3% | $59,878-93.0% | $64,186-93.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -8.76% | -1.55%-7.2pp | 3.46%-12.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $792 | $2,546-68.9% | $3,402-76.7% | $3,470-77.2% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |