See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Service code 27 P.O. BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $19,927 |
Filed as: ADVISED ASSETS GROUP Service code 28 · EIN 93-1222532 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,382 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 13 PO BOX 22052 · NEW YORK, NY 10087 | Contract Administrator | $1,330 |
Service code 64 · EIN 93-1225432 COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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).
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 | $37,518 | $99,957-62.5% | $149,696-74.9% | $73,488-48.9% |
| Participation rate | 85.8% | 75.7%+10.1pp | 82.5%+3.3pp | 70.7%+15.1pp |
| Annual return | 12.88% | 53.87%-41.0pp | 276.60%-263.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,310 | $3,191-59.0% | $4,644-71.8% | $2,270-42.3% |
| Participant deferral / active EE | $3,024 | $6,073-50.2% | $6,842-55.8% | $3,740-19.1% |
| Admin fee / account holder | $23 | $551-95.8% | $9,309-99.8% | $513-95.5% |