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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,304 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $13,020 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,317 |
BROOKS, PIERCE, MCLENDON, HUMPHREY1 year Service code 16 · EIN 56-0561489 | Consulting | $7,570 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,051 | $99,985-85.9% | $146,665-90.4% | $85,850-83.6% |
| Participation rate | 76.9% | 73.1%+3.9pp | 80.1%-3.1pp | 69.3%+7.6pp |
| Annual return | 11.83% | 18.93%-7.1pp | 22.74%-10.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $13 | $2,559-99.5% | $4,136-99.7% | $2,565-99.5% |
| Participant deferral / active EE | $3,079 | $4,006-23.1% | $5,506-44.1% | $3,952-22.1% |
| Admin fee / account holder | $148 | $7,702-98.1% | $10,280-98.6% | $6,260-97.6% |