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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,357 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 26 · EIN 95-2834236 | Advisory (Participants) | $10,269 |
THURSTON SPRINGER MILLER1 year Filed as: THURSTON SPRINGER MILLER HERD TITAK Service code 26 · EIN 35-1493200 | Advisory (Participants) | $8,904 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 · EIN 35-2015845 | Contract Administrator | $7,156 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,725 | $86,332-5.3% | $125,175-34.7% | $65,185+25.4% |
| Participation rate | 95.5% | 75.3%+20.1pp | 79.8%+15.7pp | 70.2%+25.3pp |
| Annual return | 23.20% | 27.43%-4.2pp | 43.79%-20.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $555 | $2,040-72.8% | $3,865-85.6% | $2,177-74.5% |
| Participant deferral / active EE | $4,393 | $3,537+24.2% | $4,937-11.0% | $3,514+25.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,702-100.0% | $847-100.0% |