See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,080 |
LPUSI ADVISORS1 year Service code 26 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Participants) | $6,101 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,419 | $84,487-73.5% | $125,339-82.1% | $66,914-66.5% |
| Participation rate | 92.1% | 76.4%+15.7pp | 82.4%+9.7pp | 69.8%+22.3pp |
| Annual return | -7.46% | -8.39%+0.9pp | 572.05%-579.5pp | 1.58%-9.0pp |
| Employer contribution / active EE | $2,011 | $3,553-43.4% | $4,814-58.2% | $2,544-21.0% |
| Participant deferral / active EE | $3,984 | $6,781-41.2% | $7,446-46.5% | $4,237-6.0% |
| Admin fee / account holder | $85 | $685-87.5% | $10,010-99.1% | $593-85.6% |