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 |
|---|---|---|
Filed as: SOUTHWESTERN INVESTMENT ADVISERS Service code 26 · EIN 47-1471217 720 COOL SPRINGS BLVD · FRANKLIN, TN 37067 | Advisory (Participants) | $17,806 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 3415 WEST END AVENUE · NASHVILLE, TN 37203 | Advisory (Participants) | $8,437 |
Filed as: JOHN HANCOCK US Service code 15 · EIN 47-1471217 | Recordkeeping | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,820 | $61,214-18.6% | $83,333-40.2% | $56,287-11.5% |
| Participation rate | 69.6% | 72.6%-2.9pp | 77.8%-8.1pp | 69.9%-0.2pp |
| Annual return | -8.69% | 0.42%-9.1pp | 10.63%-19.3pp | -9.96%+1.3pp |
| Employer contribution / active EE | $1,988 | $1,925+3.3% | $3,379-41.2% | $2,111-5.8% |
| Participant deferral / active EE | $3,167 | $5,091-37.8% | $5,565-43.1% | $3,350-5.5% |
| Admin fee / account holder | $49 | $512-90.4% | $7,510-99.3% | $521-90.5% |