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 |
|---|---|---|
THURSTON SPRINGER MILLER2 years Filed as: THURSTON SPRINGER MILLER HERD TITAK Service code 26 · EIN 35-1493200 | Advisory (Participants) | $20,372 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,621 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 13 · EIN 35-2015845 | Contract Administrator | $7,912 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC-RPCP Service code 26 · EIN 95-2834236 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,797 | $81,474+10.2% | $133,956-33.0% | $73,488+22.2% |
| Participation rate | 91.1% | 76.4%+14.7pp | 79.8%+11.2pp | 70.7%+20.4pp |
| Annual return | 16.81% | 19.40%-2.6pp | 45.09%-28.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $565 | $2,209-74.4% | $3,919-85.6% | $2,270-75.1% |
| Participant deferral / active EE | $4,547 | $3,786+20.1% | $5,048-9.9% | $3,740+21.6% |
| Admin fee / account holder | $27 | $713-96.2% | $8,927-99.7% | $513-94.8% |