See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LAKESIDE WEALTH MANAGEMENT2 years Filed as: LAKESIDE WEALTH MANAGEMENT GROUP Service code 27 3100 VILLAGE PT · CHESTERTON, IN 46304 | Advisory (Plan) | $29,815 |
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Float r... | $20,136 |
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 | $68,166 | $85,202-20.0% | $172,739-60.5% | $72,985-6.6% |
| Participation rate | 98.7% | 70.1%+28.7pp | 82.6%+16.1pp | 69.5%+29.2pp |
| Annual return | 19.81% | 27.32%-7.5pp | 802.84%-783.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $5,426 | $3,324+63.2% | $5,143+5.5% | $2,440+122.4% |
| Participant deferral / active EE | $5,133 | $3,260+57.5% | $5,198-1.2% | $3,607+42.3% |
| Admin fee / account holder | $420 | $5,884-92.9% | $13,954-97.0% | $5,124-91.8% |