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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE · COLUMBUS, OH 43215 | Recordkeeping | $67,919 |
CECILCO8+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $19,107 |
PROSPERA FINANCIAL SERVICES8+ years Service code 27 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $2,182 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,590 | $45,602-48.3% | $117,472-79.9% | $66,914-64.7% |
| Participation rate | 87.6% | 57.6%+30.0pp | 70.6%+17.0pp | 69.8%+17.8pp |
| Annual return | -15.06% | -16.74%+1.7pp | 29.74%-44.8pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,789 | $1,579+13.3% | $4,176-57.2% | $2,544-29.7% |
| Participant deferral / active EE | $3,330 | $2,845+17.1% | $4,070-18.2% | $4,237-21.4% |
| Admin fee / account holder | $177 | $661-73.3% | $5,645-96.9% | $593-70.2% |