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 |
|---|---|---|
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 71 · EIN 27-4034238 361 DELAWARE AVE. · BUFFALO, NC 14202 | Brokerage Fees | $6,969 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,347 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVC Service code 17 · EIN 15-0405820 706 N. CLINTON STREET · SYRACUSE, NY 13204 | Pension Consulting | $2,732 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,788 | $58,879-78.3% | $178,490-92.8% | $73,488-82.6% |
| Participation rate | 73.6% | 66.2%+7.3pp | 81.9%-8.4pp | 70.7%+2.9pp |
| Annual return | 10.79% | 24.86%-14.1pp | 151.07%-140.3pp | 28.51%-17.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,418 | $2,567-5.8% | $5,202-53.5% | $3,740-35.4% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |