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 6-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 Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $56,907 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $17,581 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,646 | $111,724-52.9% | $93,606-43.8% | $145,922-63.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 10.31% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $7,125 | $3,090+130.6% | $2,420+194.4% | $4,660+52.9% |
| Participant deferral / active EE | $27,454 | $4,912+458.9% | $4,411+522.3% | $6,688+310.5% |
| Admin fee / account holder | $573 | $10,250-94.4% | $8,285-93.1% | $13,397-95.7% |