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 9-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 FINANCIAL4 years Filed as: LPL FINANCIAL SMS PASSIVE Service code 26 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Participants) | $17,014 |
NATIONWIDE1 year Filed as: 1 NATIONWIDE PLAZA Service code 15 1 NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,655 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,917 |
Service code 16 · EIN 88-0311232 9665 CHESAPEAKE DR. · SAN DIEGO, CA 92123 | Consulting | $620 |
NATIONWIDE4 years Service code 15 1 NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $286 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,762 | $101,317-52.9% | $146,958-67.5% | $74,495-35.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.85% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $5,807 | $3,810+52.4% | $4,933+17.7% | $2,623+121.4% |
| Participant deferral / active EE | $10,183 | $7,303+39.4% | $8,070+26.2% | $4,346+134.3% |
| Admin fee / account holder | $74 | $1,739-95.7% | $12,998-99.4% | $1,942-96.2% |