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 | Other Fees | $19,286 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $677 |
LPL FINANCIAL3 years Filed as: LPL Service code 99 · EIN 04-3046611 | Other Fees | $0 |
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 | $72,838 | $74,706-2.5% | $75,696-3.8% | $79,386-8.2% |
| Participation rate | 89.3% | 75.3%+14.0pp | 74.8%+14.5pp | 70.7%+18.6pp |
| Annual return | 26.45% | 18.52%+7.9pp | 104.53%-78.1pp | 116.85%-90.4pp |
| Employer contribution / active EE | $8,660 | $2,590+234.4% | $2,743+215.7% | $2,427+256.7% |
| Participant deferral / active EE | $2,778 | $3,533-21.4% | $3,821-27.3% | $4,046-31.3% |
| Admin fee / account holder | $39 | $374-89.5% | $3,619-98.9% | $626-93.7% |