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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $123,730 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,398 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 15 3071 PEARL ROAD · MEDINA, OH 44256 | Recordkeeping | $600 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,560 | $86,791-16.4% | $115,037-36.9% | $59,188+22.6% |
| Participation rate | 71.2% | 72.8%-1.6pp | 81.4%-10.2pp | 69.4%+1.8pp |
| Annual return | 36.55% | 4.44%+32.1pp | 26.14%+10.4pp | 5.51%+31.0pp |
| Employer contribution / active EE | $955 | $2,950-67.6% | $4,608-79.3% | $2,098-54.5% |
| Participant deferral / active EE | $4,227 | $5,298-20.2% | $6,026-29.9% | $3,265+29.5% |
| Admin fee / account holder | $55 | $95-41.7% | $8,175-99.3% | $92-40.0% |