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 37 · EIN 04-2647786 | Loan Processing | $95,663 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,655 |
Form 5500 reported that benefits due were not provided when due.
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 | $65,390 | $71,666-8.8% | $117,854-44.5% | $69,631-6.1% |
| Participation rate | 97.3% | 77.5%+19.8pp | 79.7%+17.7pp | 70.7%+26.6pp |
| Annual return | 15.45% | 18.86%-3.4pp | 335.08%-319.6pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $2,033 | $1,889+7.6% | $3,786-46.3% | $2,0320% |
| Participant deferral / active EE | $5,694 | $3,340+70.5% | $4,482+27.1% | $3,224+76.6% |
| Admin fee / account holder | $139 | $120+15.9% | $8,020-98.3% | $110+26.3% |