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 FINANCIAL6 years Service code 26 · EIN 04-3046611 701 GREEN VALLEY ROAD · GREENSBORO, NC 274087096 | Advisory (Participants) | $34,375 |
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $33,709 |
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 | $80,440 | $60,989+31.9% | $60,874+32.1% | $66,914+20.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -7.46% | -9.60%+2.1pp | 16.90%-24.4pp | 1.58%-9.0pp |
| Employer contribution / active EE | $3,476 | $2,661+30.7% | $2,701+28.7% | $2,544+36.6% |
| Participant deferral / active EE | $4,492 | $3,615+24.3% | $3,817+17.7% | $4,237+6.0% |
| Admin fee / account holder | $161 | $338-52.4% | $3,224-95.0% | $593-72.9% |