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 |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT1 year Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 26 3100 VILLAGE POINT · CHESTERTON, IN 46304 | Advisory (Participants) | $5,377 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,446 | $47,977-82.4% | $154,107-94.5% | $56,287-85.0% |
| Participation rate | 87.5% | 66.2%+21.3pp | 83.0%+4.5pp | 69.9%+17.6pp |
| Annual return | 11.61% | 3.54%+8.1pp | 735.12%-723.5pp | -9.96%+21.6pp |
| Employer contribution / active EE | $471 | $2,169-78.3% | $5,298-91.1% | $2,111-77.7% |
| Participant deferral / active EE | $772 | $2,392-67.7% | $5,081-84.8% | $3,350-77.0% |
| Admin fee / account holder | $84 | $438-80.8% | $13,411-99.4% | $521-83.9% |