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 |
|---|---|---|
MFXCHANGE US, INC.4+ years Service code 15 · EIN 01-0748234 | Recordkeeping | $12,500 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,275 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
LPL FINANCIAL1 year Service code 49 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Services | $0 |
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 | $74,552 | $77,813-4.2% | $123,544-39.7% | $64,186+16.2% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.3%+11.6pp | 69.6%+24.4pp |
| Annual return | -4.56% | 12.48%-17.0pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,061 | $3,014+67.9% | $4,628+9.4% | $2,381+112.6% |
| Participant deferral / active EE | $7,871 | $5,240+50.2% | $6,426+22.5% | $3,470+126.9% |
| Admin fee / account holder | $75 | $5,519-98.6% | $9,284-99.2% | $4,888-98.5% |