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 3-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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,734 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL-SMS SERVICE PROVIDER Service code 26 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Participants) | $10,430 |
Service code 17 304 SAUNDERS ROAD · RIVERWOODS, IL 600153858 | Pension Consulting | $0 |
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 | $35,594 | $76,050-53.2% | $96,544-63.1% | $71,457-50.2% |
| Participation rate | 79.1% | 74.4%+4.7pp | 76.0%+3.1pp | 67.9%+11.2pp |
| Annual return | 51.40% | 22.81%+28.6pp | 25.84%+25.6pp | 28.85%+22.6pp |
| Employer contribution / active EE | $1,863 | $2,244-17.0% | $2,965-37.2% | $2,588-28.0% |
| Participant deferral / active EE | $3,284 | $4,215-22.1% | $4,851-32.3% | $4,289-23.4% |
| Admin fee / account holder | $83 | $2,707-96.9% | $8,252-99.0% | $1,587-94.8% |