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 |
|---|---|---|
Filed as: LATITUDE SERVICE COMPANY Service code 49 · EIN 82-1371994 PO BOX 329 · PLYMOUTH, IN 46563 | Other Services | $22,461 |
NATIONWIDE5 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $18,530 |
Filed as: STEWARD PARTNERS INVESTMENT ADVISOR Service code 27 · EIN 82-2030450 FLOOR 10, SUITE 1020 · STAMFORD, CT 069013512 | Advisory (Plan) | $8,300 |
SALING SIMMS ASSOC INC1 year Filed as: SALING SIMMS ASSOCIATES INC Service code 27 · EIN 31-1254295 7965 N HIGH ST STE 130 · COLUMBUS, OH 43235 | Advisory (Plan) | $7,890 |
Filed as: LATITUDE Service code 49 | Other Services | $3,672 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 25 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Directed Trustee | $2,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,214 | $55,415-43.7% | $155,509-79.9% | $74,495-58.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.32% | 268.50%-256.2pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,571 | $2,267+13.4% | $4,672-45.0% | $2,623-2.0% |
| Participant deferral / active EE | $1,360 | $2,836-52.0% | $5,626-75.8% | $4,346-68.7% |
| Admin fee / account holder | $162 | $1,738-90.7% | $15,912-99.0% | $1,942-91.7% |