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 13 · EIN 42-0127290 | Contract Administrator | $51,372 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $49,270 |
Filed as: JOHN BURTON Service code 22 1400 GRANARY ROAD · BLUE BELL, PA 19422 | Insurance Broker | $21,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,127 | $185,342-62.7% | $111,297-37.9% | $86,799-20.4% |
| Participation rate | 61.3% | 81.0%-19.7pp | 77.3%-16.0pp | 72.3%-11.0pp |
| Annual return | 8.09% | 500.80%-492.7pp | 54.65%-46.6pp | 97.91%-89.8pp |
| Employer contribution / active EE | $854 | $2,246-62.0% | $2,731-68.7% | $2,405-64.5% |
| Participant deferral / active EE | $2,769 | $4,458-37.9% | $4,487-38.3% | $4,131-33.0% |
| Admin fee / account holder | $273 | $255+7.0% | $7,964-96.6% | $170+61.2% |