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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,115 |
PENSION STRATEGIES, LLC2+ years Filed as: PENSION STRATEGIES Service code 15 · EIN 20-0333992 2141 E. HIGHLAND AVE · PHOENIX, AZ 85016 | Recordkeeping | $8,688 |
Filed as: CAMBRIDGE INV. RESEARCH ADVISORS Service code 27 · EIN 20-1665306 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $4,879 |
LPL FINANCIAL2+ years Filed as: LPL Service code 27 PO BOX 502308 · SAN DIEGO, CA 92150 | Advisory (Plan) | $0 |
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 | $26,637 | $60,165-55.7% | $74,183-64.1% | $55,167-51.7% |
| Participation rate | 75.4% | 74.2%+1.3pp | 76.6%-1.2pp | 69.0%+6.4pp |
| Annual return | 11.88% | 10.00%+1.9pp | 17.74%-5.9pp | 169.23%-157.3pp |
| Employer contribution / active EE | $854 | $1,600-46.6% | $2,370-64.0% | $1,963-56.5% |
| Participant deferral / active EE | $1,888 | $2,973-36.5% | $3,550-46.8% | $3,054-38.2% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |