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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,657 |
LPL FINANCIAL6 years Filed as: WADDELL & REED, INC. Service code 26 · EIN 43-1235675 6300 LAMAR AVE · SHAWNEE MISSION, KS 662019217 | Advisory (Participants) | $11,812 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 28 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Investment Management | $5,504 |
Service code 13 · EIN 41-2064284 1075 WASHINGTON STREET · EUGENE, OK 97401 | Contract Administrator | $4,636 |
IRON-CO-FID-COMPREHENSIVE3 years Service code 28 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $1,313 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,875 | $61,156-67.5% | $185,823-89.3% | $79,386-75.0% |
| Participation rate | 71.7% | 66.6%+5.1pp | 81.7%-10.0pp | 70.7%+1.0pp |
| Annual return | 15.06% | 19.45%-4.4pp | 122.05%-107.0pp | 116.85%-101.8pp |
| Employer contribution / active EE | $2,506 | $2,321+8.0% | $5,167-51.5% | $2,427+3.2% |
| Participant deferral / active EE | $1,229 | $2,789-55.9% | $5,568-77.9% | $4,046-69.6% |
| Admin fee / account holder | $1 | $710-99.8% | $16,237-100.0% | $626-99.8% |