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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,362 |
LEGACY BENEFIT SERVICES5+ years Service code 13 · EIN 71-0948945 5670 GREENWOOD PLAZA BLVD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $21,548 |
Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 525568757 | Advisory (Plan) | $0 |
TBS AGENCY INC3 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 | $21,543 | $25,302-14.9% | $74,701-71.2% | $67,579-68.1% |
| Participation rate | 32.2% | 37.8%-5.6pp | 54.5%-22.2pp | 71.3%-39.0pp |
| Annual return | 23.54% | 10291.17%-10267.6pp | 752.92%-729.4pp | 378.56%-355.0pp |
| Employer contribution / active EE | $124 | $446-72.2% | $1,084-88.6% | $2,148-94.2% |
| Participant deferral / active EE | $1,241 | $954+30.1% | $1,964-36.8% | $3,539-64.9% |
| Admin fee / account holder | $191 | $108+77.2% | $3,333-94.3% | $142+34.1% |