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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $66,205 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 | Advisory (Plan) | $46,231 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $10,837 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $10,271 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 84-3396277 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,009 | $69,362+52.8% | $101,248+4.7% | $73,488+44.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 17.47% | 18.46%-1.0pp | 46.47%-29.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,518 | $2,628-4.2% | $3,660-31.2% | $2,270+10.9% |
| Participant deferral / active EE | $7,459 | $3,300+126.1% | $4,370+70.7% | $3,740+99.5% |
| Admin fee / account holder | $309 | $704-56.2% | $5,945-94.8% | $513-39.9% |