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 |
|---|---|---|
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, HI 43215 | Investment Management | $23,065 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $15,873 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 28 · EIN 35-1151034 1301 S CLINTON ST SUITE 150 · FORT WAYNE, IN 46802 | Investment Management | $7,025 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 28 · EIN 35-1151034 1301 S CLINTON ST STE 150 · FORT WAYNE, MD 46802 | Investment Management | $4,917 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 ATTN COMMISSIONS DEPT 4707 EXECU · SAN DIEGO, CA 92121 | Investment Management | $3,571 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,058 |
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 28 · EIN 35-1151034 1301 S CLINTON ST SUITE 150 · FORT WAYNE, IN 46802 | Investment Management | $579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,916 | $59,417-5.9% | $93,606-40.3% | $74,495-24.9% |
| Participation rate | 60.0% | 59.7%+0.3pp | 68.7%-8.7pp | 67.2%-7.2pp |
| Annual return | 12.11% | 81.83%-69.7pp | 133.20%-121.1pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,705 | $1,264+114.1% | $2,420+11.8% | $2,623+3.1% |
| Participant deferral / active EE | $4,945 | $3,050+62.1% | $4,411+12.1% | $4,346+13.8% |
| Admin fee / account holder | $208 | $3,021-93.1% | $8,285-97.5% | $1,942-89.3% |