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 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $77,252 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL, LLC Service code 16 · EIN 95-2834236 | Consulting | $35,968 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,081 | $46,732+75.6% | $156,549-47.6% | $55,167+48.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 9.17% | 17.72%-8.6pp | 32.23%-23.1pp | 169.23%-160.1pp |
| Employer contribution / active EE | $6,485 | $2,105+208.1% | $5,501+17.9% | $1,963+230.4% |
| Participant deferral / active EE | $4,323 | $2,204+96.1% | $4,871-11.2% | $3,054+41.6% |
| Admin fee / account holder | $482 | $418+15.2% | $13,027-96.3% | $504-4.4% |