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 |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $51,825 |
LEGACY BENEFIT SERVICES4+ years Service code 13 · EIN 71-0948945 5670 GREENWOOD PLAZA BLVD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $19,406 |
Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 525568757 | Advisory (Plan) | $0 |
TBS AGENCY INC2 years Filed as: TBS AGENCY, INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,333 | $23,224-25.4% | $71,086-75.6% | $55,725-68.9% |
| Participation rate | 38.5% | 37.9%+0.6pp | 54.7%-16.2pp | 70.9%-32.4pp |
| Annual return | -6.51% | -2.87%-3.6pp | 650.59%-657.1pp | 244.93%-251.4pp |
| Employer contribution / active EE | $140 | $436-67.9% | $1,088-87.1% | $2,078-93.3% |
| Participant deferral / active EE | $1,400 | $929+50.7% | $1,874-25.3% | $3,356-58.3% |
| Admin fee / account holder | $181 | $118+53.1% | $3,082-94.1% | $115+56.8% |