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 |
|---|---|---|
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 14 · EIN 82-1371994 | Plan Administrator | $35,828 |
NATIONWIDE5+ years Service code 19 ONE NATIONWIDE PLAZA · US COLUMBUS, OH 43215 | Securities Custodian | $34,855 |
CLS INVESTMENTS4 years Service code 26 · EIN 13-4109249 | Advisory (Participants) | $8,416 |
LPL FINANCIAL4 years Filed as: KMS FINANCIAL SERVICES INC Service code 19 2001 SIXTH AVE · US SEATTLE, WA 981211866 | Securities Custodian | $0 |
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 | $16,438 | $46,423-64.6% | $75,886-78.3% | $67,579-75.7% |
| Participation rate | 88.4% | 63.1%+25.3pp | 69.3%+19.1pp | 71.3%+17.1pp |
| Annual return | 15.63% | 32.29%-16.7pp | 30.76%-15.1pp | 378.56%-362.9pp |
| Employer contribution / active EE | $3,179 | $1,406+126.1% | $2,500+27.1% | $2,148+48.0% |
| Participant deferral / active EE | $972 | $2,564-62.1% | $3,603-73.0% | $3,539-72.5% |
| Admin fee / account holder | $199 | $132+50.6% | $5,418-96.3% | $142+39.5% |