Filed September 24, 2019
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 7-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 |
|---|---|---|
ROUSH INVESTMENTS LLC2 years Filed as: ROUSH INVESTMENT LLC Service code 51 · EIN 27-2442764 | Investment Mgmt Fees | $30,750 |
PENTEGRA SERVICES, INC.2 years Filed as: APS-PENTEGRA Service code 14 · EIN 13-3892096 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Plan Administrator | $8,902 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,688 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $3,071 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA INSURANCE AGENCY, INC. Service code 15 | Recordkeeping | $2,263 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $614 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA INSURANCE ANGENCY Service code 14 · EIN 13-3892096 DBA APS - PENTEGRA · CHARLOTTE, NC 28217 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $879,606 | $111,814+686.7% | $103,374+750.9% | $145,959+502.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | -4.54% | 24.77%-29.3pp | 24.89%-29.4pp | 561.95%-566.5pp |
| Employer contribution / active EE | $4,171 | $4,214-1.0% | $3,869+7.8% | $4,661-10.5% |
| Participant deferral / active EE | $8,215 | $5,618+46.2% | $5,058+62.4% | $6,689+22.8% |
| Admin fee / account holder | $6,256 | $9,754-35.9% | $8,394-25.5% | $13,398-53.3% |