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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $32,076 |
MCCREADY & KEENE INC.1 year Filed as: MCCREADY AND KEENE, INC. Service code 10 · EIN 35-0500670 P.O. BOX 6094 · INDIANAPOLIS, IN 46206 | Accounting | $7,069 |
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,865 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Claims processing; Other fees; Record... | $5,338 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,167 | $101,955-28.2% | $112,887-35.2% | $71,457+2.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.5%+19.5pp | 67.9%+32.1pp |
| Annual return | 14.53% | 28.92%-14.4pp | 34.10%-19.6pp | 28.85%-14.3pp |
| Employer contribution / active EE | $5,028 | $4,743+6.0% | $4,563+10.2% | $2,588+94.3% |
| Participant deferral / active EE | $3,669 | $6,771-45.8% | $6,513-43.7% | $4,289-14.5% |
| Admin fee / account holder | $0 | $1,395-100.0% | $7,047-100.0% | $1,587-100.0% |