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 4-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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1432329 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,632 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC-PRCP Service code 27 · EIN 95-2834236 RPCP COMPENSATION PROCESSING · SAN DIEGO, CA 921502533 | Advisory (Plan) | $40,942 |
ATLANTIC PENSION SERVICES, INC.3+ years Filed as: ATLANTIC PENSION SERVICES Service code 15 · EIN 23-2942715 220 N. UNION STREET · KENNETT SQUARE, PA 19348 | Recordkeeping | $16,381 |
KREISCHER MILLER1 year Service code 10 · EIN 23-1980475 100 WITMER ROAD · HORSHAM, PA 190442369 | Accounting | $16,304 |
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 | $33,549 | $76,670-56.2% | $96,683-65.3% | $71,457-53.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 17.16% | 48.29%-31.1pp | 35.69%-18.5pp | 28.85%-11.7pp |
| Employer contribution / active EE | $2,763 | $3,031-8.8% | $3,737-26.1% | $2,588+6.8% |
| Participant deferral / active EE | $3,409 | $3,771-9.6% | $4,878-30.1% | $4,289-20.5% |
| Admin fee / account holder | $276 | $2,028-86.4% | $6,730-95.9% | $1,587-82.6% |