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) | $15,193 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,476 | $73,638-49.1% | $95,952-60.9% | $73,488-49.0% |
| Participation rate | 50.3% | 76.2%-25.8pp | 77.1%-26.8pp | 70.7%-20.4pp |
| Annual return | 14.56% | 16.78%-2.2pp | 91.61%-77.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,160 | $1,863-37.8% | $2,541-54.4% | $2,270-48.9% |
| Participant deferral / active EE | $1,862 | $3,617-48.5% | $4,167-55.3% | $3,740-50.2% |
| Admin fee / account holder | $303 | $482-37.2% | $6,795-95.5% | $513-40.9% |