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 FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $25,408 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,300 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $54,831 | $99,957-45.1% | $149,696-63.4% | $73,488-25.4% |
| Participation rate | 86.7% | 75.7%+11.0pp | 82.5%+4.3pp | 70.7%+16.0pp |
| Annual return | 35.04% | 53.87%-18.8pp | 276.60%-241.6pp | 28.51%+6.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,295 | $6,073+86.0% | $6,842+65.1% | $3,740+202.0% |
| Admin fee / account holder | $181 | $551-67.1% | $9,309-98.1% | $513-64.7% |