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 6-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 13 · EIN 04-1590850 | Contract Administrator | $33,028 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 6.85% | 4.17%+2.7pp | 5.00%+1.9pp | 4.16%+2.7pp |
| Employer contribution / active EE | $171,429 | $39,228+337.0% | $35,918+377.3% | $42,916+299.4% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |