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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,092 |
PENSION STRATEGIES, LLC1+ years Filed as: PENSION STRATEGIES Service code 15 2141 E. HIGHLAND AVE · PHOENIX, AZ 85016 | Recordkeeping | $9,946 |
LPL FINANCIAL1+ years Filed as: LPL Service code 27 PO BOX 502308 · SAN DIEGO, CA 92150 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,921 | $54,320-56.0% | $67,652-64.6% | $52,331-54.3% |
| Participation rate | 69.2% | 73.6%-4.4pp | 75.7%-6.4pp | 68.1%+1.1pp |
| Annual return | 1.01% | 6.81%-5.8pp | 6625.04%-6624.0pp | 4.54%-3.5pp |
| Employer contribution / active EE | $884 | $1,544-42.7% | $2,266-61.0% | $1,882-53.0% |
| Participant deferral / active EE | $2,440 | $2,950-17.3% | $3,560-31.5% | $3,022-19.3% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |