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 |
|---|---|---|
NATIONWIDE5+ years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $66,473 |
ALLIANCE BENEFIT GROUP5+ years Service code 64 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping Fees | $16,784 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL, LLC Service code 27 4707 EXECUTION DR · SAN DIEGO, TX 92121 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,500 | $48,471-32.9% | $182,532-82.2% | $67,579-51.9% |
| Participation rate | 88.6% | 67.2%+21.4pp | 78.0%+10.6pp | 71.3%+17.3pp |
| Annual return | 23.80% | 31.08%-7.3pp | 148.54%-124.7pp | 378.56%-354.8pp |
| Employer contribution / active EE | $974 | $1,461-33.4% | $4,076-76.1% | $2,148-54.7% |
| Participant deferral / active EE | $3,916 | $3,324+17.8% | $5,524-29.1% | $3,539+10.7% |
| Admin fee / account holder | $37 | $151-75.5% | $8,592-99.6% | $142-74.0% |