Filed December 21, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
NATIONWIDE5+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $8,976 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION SOLUTIONS Service code 13 · EIN 73-1521434 9400 N BROADWAY, SUITE 410 · OKLAHOMA CITY, OK 73114 | Contract Administrator | $6,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,421 | $52,953-74.7% | $172,739-92.2% | $65,185-79.4% |
| Participation rate | 27.9% | 66.2%-38.3pp | 82.6%-54.7pp | 70.2%-42.3pp |
| Annual return | 17.41% | 30.12%-12.7pp | 802.84%-785.4pp | 29.38%-12.0pp |
| Employer contribution / active EE | $357 | $2,190-83.7% | $5,143-93.1% | $2,177-83.6% |
| Participant deferral / active EE | $569 | $2,471-77.0% | $5,198-89.1% | $3,514-83.8% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |