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 |
|---|---|---|
NORTON ROSE FULBRIGHT4+ years Filed as: NORTON RETIREMENT SERVICES INC. Service code 15 · EIN 86-1009405 7142 N 57TH DRIVE · GLENDALE, AA 85301 | Recordkeeping | $24,848 |
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,605 |
AUL1 year Filed as: AUL EQUITY SALES INS AGENCY IN Service code 52 ONE AMERICA SQUARE · INDIANAPOLIS, IN 46282 | Indirect Investment Fees | $0 |
Filed as: ONE AMERICA SECURITIES, INC. Service code 52 ONE AMERICA SQUARE · INDIANAPOLIS, IN 46282 | Indirect Investment Fees | $0 |
SECURITIES AMERICA INC2 years Service code 52 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,980 | $44,473-32.6% | $76,523-60.8% | $55,725-46.2% |
| Participation rate | 22.1% | 51.0%-28.9pp | 68.0%-45.9pp | 70.9%-48.8pp |
| Annual return | -6.31% | -2.01%-4.3pp | -0.27%-6.0pp | 244.93%-251.2pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,019 | $1,988-48.7% | $3,835-73.4% | $3,356-69.6% |
| Admin fee / account holder | $47 | $134-64.9% | $4,848-99.0% | $115-59.1% |