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 | Recordkeeping and information managem... | $86,667 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 16 · EIN 95-2834236 | Consulting | $39,825 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $88,254 | $55,453+59.2% | $170,442-48.2% | $62,292+41.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.87% | 21.38%-5.5pp | 205.93%-190.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $5,445 | $2,164+151.7% | $5,433+0.2% | $2,042+166.6% |
| Participant deferral / active EE | $6,662 | $2,303+189.3% | $4,939+34.9% | $3,169+110.2% |
| Admin fee / account holder | $520 | $455+14.2% | $13,880-96.3% | $479+8.4% |