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 |
|---|---|---|
Filed as: CLARKE LANZEN SKALLA Service code 26 · EIN 13-4109249 | Advisory (Participants) | $28,388 |
NATIONWIDE5+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $17,859 |
NATIONAL BENEFIT SERVICES, LLC5+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $14,805 |
NATIONWIDE5+ years Service code 15 | Recordkeeping | $12,166 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,016 | $62,928-49.1% | $172,739-81.5% | $67,579-52.6% |
| Participation rate | 77.1% | 64.5%+12.7pp | 82.6%-5.5pp | 71.3%+5.9pp |
| Annual return | 17.55% | 30.36%-12.8pp | 802.84%-785.3pp | 378.56%-361.0pp |
| Employer contribution / active EE | $1,343 | $1,636-17.9% | $5,143-73.9% | $2,148-37.5% |
| Participant deferral / active EE | $1,384 | $2,145-35.5% | $5,198-73.4% | $3,539-60.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |