Filed November 17, 2017
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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE · COLUMBUS, OH 43215 | Recordkeeping | $45,149 |
CECILCO2+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $18,220 |
PROSPERA FINANCIAL SERVICES2+ years Service code 27 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $2,384 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,093 | $41,281-70.7% | $109,313-88.9% | $57,658-79.0% |
| Participation rate | 81.9% | 59.3%+22.5pp | 71.3%+10.6pp | 70.2%+11.7pp |
| Annual return | 6.60% | 8.97%-2.4pp | 22.07%-15.5pp | 5.13%+1.5pp |
| Employer contribution / active EE | $673 | $1,201-44.0% | $3,892-82.7% | $1,974-65.9% |
| Participant deferral / active EE | $1,630 | $2,223-26.7% | $3,166-48.5% | $3,061-46.7% |
| Admin fee / account holder | $115 | $75+52.5% | $5,666-98.0% | $95+21.4% |