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 |
|---|---|---|
NATIONWIDE7 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $138,216 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $124,658 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS FIN NET Service code 28 · EIN 59-2617265 | Investment Management | $119,662 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 · EIN 26-4311657 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Investment Management | $80,081 |
ERISA SMART8 years Service code 28 · EIN 45-5529798 2419 E HARBOR BLVD STE 163 · VENTURA, CA 93001 | Investment Management | $40,036 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,957 | $55,415+130.9% | $155,509-17.7% | $74,495+71.8% |
| Participation rate | 99.5% | 61.9%+37.5pp | 78.2%+21.3pp | 67.2%+32.3pp |
| Annual return | 12.94% | 268.50%-255.6pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $13,762 | $2,267+507.1% | $4,672+194.5% | $2,623+424.7% |
| Participant deferral / active EE | $48,372 | $2,836+1605.6% | $5,626+759.8% | $4,346+1013.1% |
| Admin fee / account holder | $318 | $1,738-81.7% | $15,912-98.0% | $1,942-83.6% |