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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT EQUITY, INC.1 year Filed as: BENEFIT EQUITY, INC Service code 14 · EIN 33-0384246 1971 E 4TH STREET · SANTA ANA, CA 92705 | Plan Administrator | $10,529 |
Service code 27 · EIN 26-2409128 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Plan) | $1,832 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $22,291 | $60,795-63.3% | $69,455-67.9% | $65,185-65.8% |
| Participation rate | 37.8% | 74.9%-37.1pp | 74.6%-36.8pp | 70.2%-32.4pp |
| Annual return | 24.66% | 17.46%+7.2pp | 28.97%-4.3pp | 29.38%-4.7pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,093 | $3,162-65.4% | $3,535-69.1% | $3,514-68.9% |
| Admin fee / account holder | $106 | $314-66.1% | $3,839-97.2% | $847-87.5% |