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 FINANCIAL1+ years Service code 16 · EIN 04-3046611 | Consulting | $29,768 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $18,400 |
PHILLIPS LYTLE LLP1+ years Filed as: WOMBLE CARLYE SANDRIDGE & RICE, LLP Service code 29 · EIN 56-0308470 | Legal | $6,579 |
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 | $111,970 | $67,166+66.7% | $57,343+95.3% | $55,191+102.9% |
| Participation rate | 97.8% | 77.7%+20.1pp | 75.1%+22.7pp | 69.2%+28.7pp |
| Annual return | 2.83% | 4.22%-1.4pp | 24.39%-21.6pp | 10.78%-7.9pp |
| Employer contribution / active EE | $4,371 | $2,812+55.5% | $2,689+62.6% | $1,899+130.2% |
| Participant deferral / active EE | $6,475 | $2,835+128.4% | $3,162+104.7% | $3,046+112.5% |
| Admin fee / account holder | $54 | $44+23.0% | $3,356-98.4% | $91-41.0% |