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 |
|---|---|---|
LPL FINANCIAL4 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $17,034 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,870 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,428 | $95,416-60.8% | $185,823-79.9% | $85,850-56.4% |
| Participation rate | 95.3% | 68.8%+26.6pp | 81.7%+13.6pp | 69.3%+26.0pp |
| Annual return | 11.60% | 23.59%-12.0pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,189 | $3,314-64.1% | $5,167-77.0% | $2,565-53.7% |
| Participant deferral / active EE | $2,798 | $3,423-18.3% | $5,568-49.7% | $3,952-29.2% |
| Admin fee / account holder | $183 | $7,213-97.5% | $16,237-98.9% | $6,260-97.1% |