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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $116,029 |
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $75,000 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,508 | $79,519+67.9% | $95,952+39.1% | $73,409+81.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 12.15% | 19.20%-7.0pp | 91.61%-79.5pp | 59.29%-47.1pp |
| Employer contribution / active EE | $5,322 | $2,048+159.9% | $2,541+109.4% | $2,234+138.3% |
| Participant deferral / active EE | $5,897 | $4,138+42.5% | $4,167+41.5% | $3,805+55.0% |
| Admin fee / account holder | $351 | $184+90.5% | $6,795-94.8% | $158+122.4% |