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 |
|---|---|---|
Filed as: RETIREMENT SYSTEMS OF ARIZONA Service code 14 · EIN 47-2318582 | Plan Administrator | $57,770 |
NATIONWIDE3+ years Service code 19 ONE NATIONWIDE PLAZA · US COLUMBUS, OH 43215 | Securities Custodian | $40,270 |
CLS INVESTMENTS2 years Service code 26 · EIN 13-4109249 | Advisory (Participants) | $7,571 |
NILES LANKFORD GROUP, INC.2 years Service code 14 · EIN 35-1580587 | Plan Administrator | $4,325 |
LPL FINANCIAL2 years Filed as: KMS FINANCIAL SERVICES INC Service code 26 2001 SIXTH AVE · US SEATTLE, WA 981211866 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,577 | $44,059-69.2% | $71,671-81.1% | $69,631-80.5% |
| Participation rate | 83.0% | 60.8%+22.3pp | 68.7%+14.3pp | 70.7%+12.3pp |
| Annual return | 11.02% | 21.97%-10.9pp | 20.65%-9.6pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $2,765 | $1,305+111.9% | $2,460+12.4% | $2,032+36.0% |
| Participant deferral / active EE | $697 | $2,370-70.6% | $3,438-79.7% | $3,224-78.4% |
| Admin fee / account holder | $242 | $108+124.3% | $5,558-95.7% | $110+118.7% |