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 7-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 37 · EIN 04-2647786 | Loan Processing | $20,219 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,554 |
Filed as: THE PRIVATE BANK Service code 27 · EIN 36-3722148 | Advisory (Plan) | $7,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,245 | $98,982-55.3% | $162,163-72.7% | $65,185-32.1% |
| Participation rate | 66.8% | 85.8%-19.0pp | 87.6%-20.7pp | 70.2%-3.4pp |
| Annual return | 109.70% | 24.84%+84.9pp | 115.59%-5.9pp | 29.38%+80.3pp |
| Employer contribution / active EE | $2,440 | $3,467-29.6% | $5,614-56.5% | $2,177+12.1% |
| Participant deferral / active EE | $4,046 | $5,384-24.9% | $7,298-44.6% | $3,514+15.1% |
| Admin fee / account holder | $197 | $596-67.0% | $10,843-98.2% | $847-76.8% |