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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $96,860 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 26 ATTN COMISSIONS DEPT. · SAN DIEGO, CA 92121 | Advisory (Participants) | $33,231 |
Filed as: CREATIVE PLAN ADMINISTRATORS Service code 17 433 NEW KARNER ROAD · ALBANY, NY 12205 | Pension Consulting | $28,086 |
Service code 15 | Recordkeeping | $7,765 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,699 | $35,485-47.3% | $74,550-74.9% | $55,725-66.4% |
| Participation rate | 70.6% | 62.5%+8.1pp | 69.1%+1.5pp | 70.9%-0.2pp |
| Annual return | -6.14% | 0.72%-6.9pp | 32.53%-38.7pp | 244.93%-251.1pp |
| Employer contribution / active EE | $306 | $777-60.7% | $1,961-84.4% | $2,078-85.3% |
| Participant deferral / active EE | $1,946 | $2,181-10.8% | $3,108-37.4% | $3,356-42.0% |
| Admin fee / account holder | $44 | $114-61.2% | $5,060-99.1% | $115-61.5% |