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 | $14,444 |
Filed as: LEGACY RETIREMENT SOLUTIONS LLC Service code 13 · EIN 27-3853858 | Contract Administrator | $11,386 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $7,725 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Securities brokerage; Account mainten... | $6,791 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,690 | $99,957-67.3% | $149,696-78.2% | $73,488-55.5% |
| Participation rate | 65.5% | 75.7%-10.2pp | 82.5%-17.0pp | 70.7%-5.2pp |
| Annual return | 23.65% | 53.87%-30.2pp | 276.60%-253.0pp | 28.51%-4.9pp |
| Employer contribution / active EE | $786 | $3,191-75.4% | $4,644-83.1% | $2,270-65.4% |
| Participant deferral / active EE | $3,751 | $6,073-38.2% | $6,842-45.2% | $3,740+0.3% |
| Admin fee / account holder | $127 | $551-76.9% | $9,309-98.6% | $513-75.2% |