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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.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,147 |
POLYCOMP ADMINISTRATIVE SERVICES2+ years Filed as: POLYCOMP ADMINISTRATIVE SERVICES, I Service code 14 · EIN 95-2889854 | Plan Administrator | $13,263 |
LPL FINANCIAL2+ years Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
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).
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 | $9,173 | $46,732-80.4% | $156,549-94.1% | $55,167-83.4% |
| Participation rate | 91.7% | 65.8%+25.9pp | 84.0%+7.7pp | 69.0%+22.7pp |
| Annual return | 6.27% | 17.72%-11.4pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,032 | $2,105-51.0% | $5,501-81.2% | $1,963-47.4% |
| Participant deferral / active EE | $853 | $2,204-61.3% | $4,871-82.5% | $3,054-72.1% |
| Admin fee / account holder | $65 | $418-84.4% | $13,027-99.5% | $504-87.0% |