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 7-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 38 · EIN 35-0145825 | Participant Communication | $26,041 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $11,493 |
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 | $109,742 | $43,327+153.3% | $59,878+83.3% | $64,186+71.0% |
| Participation rate | 84.8% | 69.2%+15.6pp | 74.7%+10.1pp | 69.6%+15.2pp |
| Annual return | -5.28% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,955 | $2,028-3.6% | $2,722-28.2% | $2,381-17.9% |
| Participant deferral / active EE | $5,885 | $2,546+131.1% | $3,402+73.0% | $3,470+69.6% |
| Admin fee / account holder | $8 | $3,005-99.7% | $3,590-99.8% | $4,888-99.8% |