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 3-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 |
|---|---|---|
LATITUDE SERVICE COMPANY INC3+ years Service code 49 1500 N OAK · PLYMOUNTH, IN 46563 | Other Services | $1,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,908 | $59,417-39.6% | $93,606-61.6% | $74,495-51.8% |
| Participation rate | 29.6% | 59.7%-30.1pp | 68.7%-39.2pp | 67.2%-37.6pp |
| Annual return | 17.86% | 81.83%-64.0pp | 133.20%-115.3pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $429 | $1,264-66.1% | $2,420-82.3% | $2,623-83.6% |
| Participant deferral / active EE | $1,359 | $3,050-55.4% | $4,411-69.2% | $4,346-68.7% |
| Admin fee / account holder | $365 | $3,021-87.9% | $8,285-95.6% | $1,942-81.2% |