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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.
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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 42-0127290 | Contract Administrator | $77,041 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC RPCP Service code 27 | Advisory (Plan) | $50,291 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 | Other Services | $17,022 |
LPL FINANCIAL1 year Filed as: LPL- FINANCIAL LLC -RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,926 | $100,923+72.3% | $150,045+15.9% | $74,304+134.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 14.44% | 51.77%-37.3pp | 62.55%-48.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $3,844 | $3,463+11.0% | $4,693-18.1% | $2,241+71.5% |
| Participant deferral / active EE | $9,962 | $6,709+48.5% | $7,997+24.6% | $3,767+164.4% |
| Admin fee / account holder | $604 | $2,767-78.2% | $13,435-95.5% | $2,969-79.7% |