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 |
|---|---|---|
LIFEMARK SECURITIES CORP3 years Filed as: LIFEMARK SECURITIES Service code 27 400 WEST METRO PARK · ROCHESTER, NY 14623 | Advisory (Plan) | $17,177 |
ASCENSUS LLC6+ years Filed as: ASCENSUS, INC. Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $15,028 |
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 | $25,820 | $58,879-56.1% | $178,490-85.5% | $73,488-64.9% |
| Participation rate | 72.8% | 66.2%+6.6pp | 81.9%-9.1pp | 70.7%+2.1pp |
| Annual return | 16.21% | 24.86%-8.6pp | 151.07%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,622 | $2,236-27.4% | $5,011-67.6% | $2,270-28.5% |
| Participant deferral / active EE | $3,284 | $2,567+27.9% | $5,202-36.9% | $3,740-12.2% |
| Admin fee / account holder | $175 | $400-56.4% | $13,984-98.8% | $513-66.0% |