Filed April 4, 2018 (most recent of 3 filings on file)
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 Service code 15 · EIN 31-4156830 | Recordkeeping | $235,195 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FIN NET Service code 27 · EIN 59-2617265 | Advisory (Plan) | $99,796 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $66,701 |
ERISA SMART6 years Service code 16 · EIN 45-5529798 | Consulting | $33,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,726 | $45,000+139.4% | $143,757-25.1% | $77,904+38.3% |
| Participation rate | 52.5% | 66.8%-14.3pp | 80.3%-27.8pp | 73.7%-21.1pp |
| Annual return | -15.61% | 29.03%-44.6pp | -0.04%-15.6pp | 12.21%-27.8pp |
| Employer contribution / active EE | $1,135 | $1,870-39.3% | $4,951-77.1% | $2,848-60.2% |
| Participant deferral / active EE | $3,920 | $3,157+24.2% | $5,637-30.5% | $4,806-18.4% |
| Admin fee / account holder | $287 | $98+191.9% | $14,673-98.0% | $133+116.8% |