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 | $104,174 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $61,999 |
EISNERAMPER LLP5 years Filed as: EISNERAMPER Service code 10 · EIN 13-1639826 | Accounting | $30,053 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,135 | $100,801-47.3% | $149,696-64.5% | $73,409-27.6% |
| Participation rate | 87.7% | 77.7%+10.0pp | 82.5%+5.2pp | 72.2%+15.5pp |
| Annual return | 22.80% | 265.34%-242.5pp | 276.60%-253.8pp | 59.29%-36.5pp |
| Employer contribution / active EE | $2,500 | $3,312-24.5% | $4,644-46.2% | $2,234+11.9% |
| Participant deferral / active EE | $8,838 | $6,404+38.0% | $6,842+29.2% | $3,805+132.2% |
| Admin fee / account holder | $179 | $181-0.8% | $9,309-98.1% | $158+13.6% |