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 | Recordkeeping | $57,839 |
HUNNEX AND SHOEMAKER, INC.5+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $53,755 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 26 | Advisory (Participants) | $24,773 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $27,271 | $47,648-42.8% | $130,648-79.1% | $67,579-59.6% |
| Participation rate | 92.5% | 60.4%+32.1pp | 71.7%+20.8pp | 71.3%+21.3pp |
| Annual return | 21.88% | 25.73%-3.9pp | 1708.96%-1687.1pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,750 | $1,408+24.3% | $4,092-57.2% | $2,148-18.5% |
| Participant deferral / active EE | $2,210 | $2,616-15.5% | $3,603-38.7% | $3,539-37.6% |
| Admin fee / account holder | $124 | $105+18.5% | $5,464-97.7% | $142-12.6% |