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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,881 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 26 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Participants) | $21,108 |
Service code 13 · EIN 94-2936206 | Contract Administrator | $5,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,893 | $52,953-51.1% | $172,739-85.0% | $65,185-60.3% |
| Participation rate | 69.6% | 66.2%+3.4pp | 82.6%-13.1pp | 70.2%-0.6pp |
| Annual return | 21.20% | 30.12%-8.9pp | 802.84%-781.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,151 | $2,190-47.4% | $5,143-77.6% | $2,177-47.1% |
| Participant deferral / active EE | $3,947 | $2,471+59.7% | $5,198-24.1% | $3,514+12.3% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |