Filed June 4, 2018
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 |
|---|---|---|
NATIONAL RETIREMENT SERVICES, INC.1 year Filed as: NATIONAL RETIREMENT SERVICES INC Service code 13 1101 WOODRIDGE CNTR DR STE 150 · CHARLOTTE, NC 28217 | Contract Administrator | $5,211 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,532 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
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 | $36,448 | $61,214-40.5% | $83,333-56.3% | $56,287-35.2% |
| Participation rate | 74.4% | 72.6%+1.8pp | 77.8%-3.4pp | 69.9%+4.5pp |
| Annual return | -5.49% | 0.42%-5.9pp | 10.63%-16.1pp | -9.96%+4.5pp |
| Employer contribution / active EE | $3,616 | $1,925+87.8% | $3,379+7.0% | $2,111+71.3% |
| Participant deferral / active EE | $8,465 | $5,091+66.3% | $5,565+52.1% | $3,350+152.7% |
| Admin fee / account holder | $22 | $512-95.7% | $7,510-99.7% | $521-95.8% |