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 |
|---|---|---|
PENTEGRA SERVICES, INC.10+ years Filed as: APS-PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $15,150 |
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 15 | Recordkeeping | $9,294 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $9,294 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,094 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 95-2834236 4707 EXECUTIVE DR · SAN DIEGO, CA 43215 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,584 | $50,982-40.0% | $154,803-80.2% | $85,563-64.3% |
| Participation rate | 67.1% | 59.8%+7.3pp | 78.1%-10.9pp | 66.0%+1.2pp |
| Annual return | 12.20% | 30.35%-18.2pp | 58.88%-46.7pp | 31.51%-19.3pp |
| Employer contribution / active EE | $2,343 | $1,708+37.2% | $4,305-45.6% | $2,654-11.7% |
| Participant deferral / active EE | $496 | $2,474-80.0% | $5,540-91.0% | $4,375-88.7% |
| Admin fee / account holder | $70 | $846-91.8% | $14,329-99.5% | $834-91.7% |