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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,333 |
LPL FINANCIAL3+ years Filed as: WADDELL & REED, INC. Service code 26 6300 LAMAR AVE · SHAWNEE MISSION, KS 66201 | Advisory (Participants) | $39,218 |
HUNNEX AND SHOEMAKER, INC.3+ years Service code 13 · EIN 91-1072394 701 FIFTH AVENUE SUITE 6710 · SEATTLE, WA 98104 | Contract Administrator | $21,732 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,571 | $155,795-66.3% | $136,294-61.4% | $69,631-24.5% |
| Participation rate | 91.7% | 75.2%+16.4pp | 81.9%+9.7pp | 70.7%+21.0pp |
| Annual return | 21.38% | 232464.33%-232443.0pp | 5155.94%-5134.6pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,101 | $5,394+13.1% | $6,247-2.3% | $3,224+89.2% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |