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 Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $29,947 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $17,413 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $536 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $434 |
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 | $94,013 | $54,320+73.1% | $67,652+39.0% | $52,331+79.7% |
| Participation rate | 98.8% | 73.6%+25.2pp | 75.7%+23.1pp | 68.1%+30.7pp |
| Annual return | -0.59% | 6.81%-7.4pp | 6625.04%-6625.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,270 | $1,544-17.7% | $2,266-43.9% | $1,882-32.5% |
| Participant deferral / active EE | $2,752 | $2,950-6.7% | $3,560-22.7% | $3,022-8.9% |
| Admin fee / account holder | $2 | $527-99.6% | $4,821-100.0% | $592-99.7% |