Filed May 13, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,378 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC. Service code 27 2850 GOLF RD · ROLLING MEADOWS, IL 60008 | Advisory (Plan) | $14,086 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,715 | $54,517-12.5% | $75,972-37.2% | $74,495-35.9% |
| Participation rate | 57.4% | 60.3%-2.9pp | 69.1%-11.7pp | 67.2%-9.8pp |
| Annual return | 21.07% | 31.82%-10.8pp | 359.55%-338.5pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $1,753 | $1,777-1.3% | $2,685-34.7% | $2,623-33.2% |
| Participant deferral / active EE | $5,352 | $3,066+74.6% | $4,255+25.8% | $4,346+23.2% |
| Admin fee / account holder | $259 | $2,229-88.4% | $6,467-96.0% | $1,942-86.7% |