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 Filed as: NATIONWIDE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $30,006 |
CLS INVESTMENTS2 years Service code 26 · EIN 13-4109249 | Advisory (Participants) | $15,542 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,831 | $73,102+54.3% | $123,544-8.7% | $56,287+100.5% |
| Participation rate | 94.6% | 74.3%+20.3pp | 82.3%+12.3pp | 69.9%+24.7pp |
| Annual return | -4.39% | 3.01%-7.4pp | 119.20%-123.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $5,659 | $2,977+90.1% | $4,628+22.3% | $2,111+168.1% |
| Participant deferral / active EE | $7,768 | $5,423+43.3% | $6,426+20.9% | $3,350+131.9% |
| Admin fee / account holder | $109 | $554-80.3% | $9,284-98.8% | $521-79.1% |