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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,721 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP ROCKY MTN Service code 13 · EIN 87-0364490 3200 SOUTH 700 EAST · SALT LAKE CITY, UT 841061641 | Contract Administrator | $2,350 |
BOKF, NA2 years Filed as: BOK FINANCIAL SECURITIES, INC. Service code 26 ONE WILLIAMS CENTER PLAZA, NE · TULSA, OK 74172 | Advisory (Participants) | $0 |
Service code 26 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455670 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,121 | $55,449-78.1% | $83,848-85.5% | $56,287-78.5% |
| Participation rate | 79.0% | 68.0%+11.0pp | 76.1%+2.9pp | 69.9%+9.2pp |
| Annual return | -8.85% | -1.38%-7.5pp | 850.88%-859.7pp | -9.96%+1.1pp |
| Employer contribution / active EE | $1,137 | $2,430-53.2% | $3,631-68.7% | $2,111-46.2% |
| Participant deferral / active EE | $3,155 | $2,935+7.5% | $4,082-22.7% | $3,350-5.8% |
| Admin fee / account holder | $60 | $656-90.9% | $5,478-98.9% | $521-88.5% |