Filed March 22, 2023
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 64 · EIN 71-0294708 | Recordkeeping Fees | $113,842 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $62,507 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,137 | $88,890-41.3% | $102,423-49.1% | $77,643-32.8% |
| Participation rate | 92.0% | 80.9%+11.1pp | 76.5%+15.6pp | 70.6%+21.5pp |
| Annual return | 17.81% | 24.98%-7.2pp | 29.32%-11.5pp | 31.24%-13.4pp |
| Employer contribution / active EE | $2,153 | $2,698-20.2% | $3,023-28.8% | $2,726-21.0% |
| Participant deferral / active EE | $6,684 | $5,145+29.9% | $5,053+32.3% | $4,647+43.8% |
| Admin fee / account holder | $178 | $235-24.3% | $9,451-98.1% | $430-58.6% |