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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,261 |
LAKESIDE WEALTH MANAGEMENT2 years Service code 27 · EIN 20-4455433 | Advisory (Plan) | $15,429 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,367 | $69,159-74.9% | $125,175-86.1% | $67,579-74.3% |
| Participation rate | 76.4% | 78.2%-1.8pp | 79.8%-3.4pp | 71.3%+5.1pp |
| Annual return | 27.92% | 27.12%+0.8pp | 43.79%-15.9pp | 378.56%-350.6pp |
| Employer contribution / active EE | $1,517 | $2,023-25.0% | $3,865-60.8% | $2,148-29.4% |
| Participant deferral / active EE | $2,205 | $3,700-40.4% | $4,937-55.3% | $3,539-37.7% |
| Admin fee / account holder | $114 | $142-19.2% | $9,702-98.8% | $142-19.6% |