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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.
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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 |
|---|---|---|
Filed as: LEGACY RETIREMENT SOLUTIONS LLC Service code 13 · EIN 27-3853858 | Contract Administrator | $17,398 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,499 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $10,841 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $7,725 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,520 | $82,202-64.1% | $125,339-76.4% | $64,808-54.5% |
| Participation rate | 69.8% | 77.9%-8.1pp | 82.4%-12.6pp | 71.5%-1.6pp |
| Annual return | -19.87% | 3.48%-23.4pp | 572.05%-591.9pp | 32.82%-52.7pp |
| Employer contribution / active EE | $1,048 | $3,615-71.0% | $4,814-78.2% | $2,506-58.2% |
| Participant deferral / active EE | $5,454 | $7,175-24.0% | $7,446-26.7% | $4,310+26.5% |
| Admin fee / account holder | $96 | $163-41.4% | $10,010-99.0% | $188-49.1% |