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 37 · EIN 04-2647786 | Loan Processing | $106 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,279 | $66,813+15.7% | $100,516-23.1% | $73,488+5.2% |
| Participation rate | 77.4% | 77.5%-0.1pp | 79.4%-2.0pp | 70.7%+6.7pp |
| Annual return | 19.10% | 25.70%-6.6pp | 30.89%-11.8pp | 28.51%-9.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,705 | $5,883+65.0% | $6,270+54.8% | $3,740+159.5% |
| Admin fee / account holder | $1 | $512-99.9% | $8,081-100.0% | $513-99.9% |