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 year Service code 99 · EIN 04-3046611 | Other Fees | $8,897 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,596 | $80,753-79.4% | $136,294-87.8% | $62,292-73.4% |
| Participation rate | 71.6% | 73.5%-1.9pp | 81.9%-10.3pp | 69.5%+2.1pp |
| Annual return | 42.21% | 35.83%+6.4pp | 5155.94%-5113.7pp | 28.90%+13.3pp |
| Employer contribution / active EE | $4,177 | $2,884+44.9% | $4,695-11.0% | $2,042+104.5% |
| Participant deferral / active EE | $2,737 | $5,164-47.0% | $6,247-56.2% | $3,169-13.6% |
| Admin fee / account holder | $29 | $525-94.5% | $9,243-99.7% | $479-94.0% |