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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE · COLUMBUS, OH 43215 | Recordkeeping | $56,103 |
CECILCO5+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $17,673 |
PROSPERA FINANCIAL SERVICES5+ years Service code 27 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $1,565 |
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 | $16,659 | $47,648-65.0% | $130,648-87.2% | $67,579-75.3% |
| Participation rate | 74.5% | 60.4%+14.0pp | 71.7%+2.7pp | 71.3%+3.2pp |
| Annual return | 20.05% | 25.73%-5.7pp | 1708.96%-1688.9pp | 378.56%-358.5pp |
| Employer contribution / active EE | $833 | $1,408-40.8% | $4,092-79.6% | $2,148-61.2% |
| Participant deferral / active EE | $1,751 | $2,616-33.1% | $3,603-51.4% | $3,539-50.5% |
| Admin fee / account holder | $110 | $105+4.8% | $5,464-98.0% | $142-22.7% |