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 |
|---|---|---|
Filed as: MEEDER ADVISORY SERVICES, INC. Service code 17 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Pension Consulting | $42,504 |
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,368 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION SOLUTIONS, INC. Service code 15 · EIN 73-1521434 9400 NORTH BROADWAY · OKLAHOMA CITY, OK 73114 | Recordkeeping | $3,488 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39 |
Filed as: MML INSURANCE AGENCY, LLC Service code 55 1295 STATE STREET #C225 · SPRINGFIELD, MA 01111 | Other Commissions | $0 |
NOVA 401(K) ASSOCIATES1 year Service code 13 10777 NOTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $0 |
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 | $38,830 | $80,753-51.9% | $136,294-71.5% | $62,292-37.7% |
| Participation rate | 82.6% | 73.5%+9.1pp | 81.9%+0.7pp | 69.5%+13.1pp |
| Annual return | 17.95% | 35.83%-17.9pp | 5155.94%-5138.0pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,794 | $2,884-37.8% | $4,695-61.8% | $2,042-12.2% |
| Participant deferral / active EE | $4,590 | $5,164-11.1% | $6,247-26.5% | $3,169+44.8% |
| Admin fee / account holder | $214 | $525-59.2% | $9,243-97.7% | $479-55.3% |