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 |
|---|---|---|
NATIONWIDE6+ years Service code 13 · EIN 31-4156830 | Contract Administrator | $81,997 |
CLS INVESTMENTS3 years Service code 28 · EIN 13-4109249 | Investment Management | $67,359 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 51 · EIN 58-2432390 | Investment Mgmt Fees | $40,000 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $28,000 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINAL PENSION LLC Service code 13 · EIN 46-0570503 | Contract Administrator | $19,540 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $7,811 | $81,719-90.4% | $101,248-92.3% | $90,288-91.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 6.72% | 337.64%-330.9pp | 46.47%-39.7pp | 53.97%-47.2pp |
| Employer contribution / active EE | $200 | $3,622-94.5% | $3,660-94.5% | $2,524-92.1% |
| Participant deferral / active EE | $220 | $3,310-93.3% | $4,370-95.0% | $4,232-94.8% |
| Admin fee / account holder | $171 | $162+5.9% | $5,945-97.1% | $114+50.3% |