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 |
|---|---|---|
NEXUS ADMINISTRATORS, INC.2 years Filed as: NEXUS ADMINISTRATORS INC Service code 13 · EIN 77-0586222 735 W ALLUVIAL AVE SUITE 101 · FRENO, CA 93711 | Contract Administrator | $4,672 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $642 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 8315 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,059 | $25,979+8.0% | $71,735-60.9% | $68,494-59.0% |
| Participation rate | 81.0% | 54.5%+26.5pp | 62.3%+18.6pp | 67.9%+13.1pp |
| Annual return | -22.64% | -15.10%-7.5pp | 9.14%-31.8pp | -7.84%-14.8pp |
| Employer contribution / active EE | $2,120 | $900+135.5% | $1,704+24.4% | $2,596-18.3% |
| Participant deferral / active EE | $3,532 | $1,522+132.0% | $2,658+32.9% | $4,027-12.3% |
| Admin fee / account holder | $53 | $2,022-97.4% | $3,974-98.7% | $5,403-99.0% |