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 | Finders' fees / placement fees; Share... | $105,735 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL, LLC Service code 16 · EIN 95-2834236 | Consulting | $48,146 |
NATIONAL FINANCIAL SERVICES6+ 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,044 | $58,879+85.2% | $178,490-38.9% | $73,488+48.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.52% | 24.86%-10.3pp | 151.07%-136.5pp | 28.51%-14.0pp |
| Employer contribution / active EE | $6,006 | $2,236+168.6% | $5,011+19.9% | $2,270+164.6% |
| Participant deferral / active EE | $6,678 | $2,567+160.1% | $5,202+28.4% | $3,740+78.6% |
| Admin fee / account holder | $550 | $400+37.3% | $13,984-96.1% | $513+7.1% |