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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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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 |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT3+ years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP, L Service code 27 3100 VILLAGE POINT, SUITE 200 · CHESTERTON, IN 46304 | Advisory (Plan) | $34,535 |
Service code 12 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Sub-transfer agen... | $11,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,089 | $51,466+24.5% | $78,778-18.6% | $62,292+2.9% |
| Participation rate | 59.3% | 59.8%-0.5pp | 69.2%-9.9pp | 69.5%-10.2pp |
| Annual return | 15.56% | 19.96%-4.4pp | 35.62%-20.1pp | 28.90%-13.3pp |
| Employer contribution / active EE | $366 | $827-55.8% | $1,986-81.6% | $2,042-82.1% |
| Participant deferral / active EE | $3,012 | $2,147+40.3% | $2,958+1.8% | $3,169-5.0% |
| Admin fee / account holder | $399 | $489-18.4% | $5,134-92.2% | $479-16.7% |