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 8-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 | $31,070 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,770 | $47,977-52.5% | $154,107-85.2% | $56,287-59.5% |
| Participation rate | 57.4% | 66.2%-8.8pp | 83.0%-25.6pp | 69.9%-12.5pp |
| Annual return | -8.78% | 3.54%-12.3pp | 735.12%-743.9pp | -9.96%+1.2pp |
| Employer contribution / active EE | $1,152 | $2,169-46.9% | $5,298-78.3% | $2,111-45.4% |
| Participant deferral / active EE | $3,533 | $2,392+47.7% | $5,081-30.5% | $3,350+5.5% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |