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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE · COLUMBUS, OH 43215 | Recordkeeping | $52,828 |
CECILCO4+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $17,095 |
PROSPERA FINANCIAL SERVICES4+ years Service code 27 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $1,732 |
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.
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 | $13,937 | $39,898-65.1% | $121,196-88.5% | $55,725-75.0% |
| Participation rate | 78.1% | 61.2%+16.9pp | 71.7%+6.4pp | 70.9%+7.3pp |
| Annual return | -7.56% | -0.96%-6.6pp | 16.93%-24.5pp | 244.93%-252.5pp |
| Employer contribution / active EE | $746 | $1,295-42.4% | $4,022-81.4% | $2,078-64.1% |
| Participant deferral / active EE | $1,727 | $2,439-29.2% | $3,344-48.4% | $3,356-48.5% |
| Admin fee / account holder | $109 | $95+14.7% | $5,019-97.8% | $115-5.3% |