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 FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,409 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,942 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,847 | $54,590+29.8% | $81,930-13.5% | $73,488-3.6% |
| Participation rate | 72.0% | 68.3%+3.7pp | 72.0%0pp | 70.7%+1.4pp |
| Annual return | 17.03% | 17.74%-0.7pp | 29.49%-12.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $469 | $1,636-71.3% | $4,310-89.1% | $2,270-79.3% |
| Participant deferral / active EE | $3,971 | $2,759+43.9% | $7,107-44.1% | $3,740+6.2% |
| Admin fee / account holder | $314 | $592-47.0% | $5,158-93.9% | $513-38.8% |