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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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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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 53 · EIN 31-4156830 4707 EXECUTIVE DR · SAN DIEGO, CA 43215 | Insurance Commissions | $48,032 |
NATIONWIDE4 years Service code 13 · EIN 31-4177100 | Contract Administrator | $27,040 |
PROACCOUNT2 years Service code 49 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Other Services | $17,620 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $2,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,046 | $56,767-25.9% | $101,794-58.7% | $85,563-50.9% |
| Participation rate | 36.5% | 57.6%-21.1pp | 69.2%-32.7pp | 66.0%-29.5pp |
| Annual return | 15.14% | 17.76%-2.6pp | 30.53%-15.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $700 | $1,112-37.1% | $2,289-69.4% | $2,654-73.6% |
| Participant deferral / active EE | $2,263 | $2,720-16.8% | $4,084-44.6% | $4,375-48.3% |
| Admin fee / account holder | $299 | $1,098-72.7% | $8,777-96.6% | $834-64.1% |