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 |
|---|---|---|
LPL FINANCIAL3+ years Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
POLYCOMP ADMINISTRATIVE SERVICES3+ years Filed as: POLYCOMP ADMINISTRATIVE SERVICES, I Service code 14 · EIN 95-2889854 | Plan Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,058 | $55,453-78.3% | $170,442-92.9% | $62,292-80.6% |
| Participation rate | 93.8% | 66.4%+27.4pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 17.19% | 21.38%-4.2pp | 205.93%-188.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,102 | $2,164-49.0% | $5,433-79.7% | $2,042-46.0% |
| Participant deferral / active EE | $1,037 | $2,303-55.0% | $4,939-79.0% | $3,169-67.3% |
| Admin fee / account holder | $34 | $455-92.6% | $13,880-99.8% | $479-93.0% |