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 8-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 |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-TRADITIONAL Service code 26 · EIN 26-2409128 5440 W 110 TH STREET · SHAWNEE MISSION, KS 66211 | Advisory (Participants) | $24,227 |
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUNBUS, OH 43215 | Recordkeeping | $11,535 |
PPA/TPA1 year Service code 14 233 WINTON BLOUNT LOOP · MONTGOMERY, AL 36117 | Plan Administrator | $700 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10W NATIONWIDE BLVD 5-05-11V · COLUMBUS, OH 43215 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,069 | $61,272-81.9% | $149,673-92.6% | $71,457-84.5% |
| Participation rate | 70.4% | 62.5%+7.9pp | 78.8%-8.4pp | 67.9%+2.4pp |
| Annual return | 13.78% | 35.85%-22.1pp | 134.42%-120.6pp | 28.85%-15.1pp |
| Employer contribution / active EE | $522 | $2,378-78.0% | $4,818-89.2% | $2,588-79.8% |
| Participant deferral / active EE | $2,494 | $2,917-14.5% | $5,680-56.1% | $4,289-41.8% |
| Admin fee / account holder | $110 | $1,261-91.3% | $13,210-99.2% | $1,587-93.1% |