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 FINANCIAL4 years Service code 26 · EIN 04-3046611 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $23,072 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $18,323 |
Filed as: ERISA FIDUCIARY SERVICES, INC Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY STE 10 · HAUPPAUGE, NY 11788 | Contract Administrator | $7,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,294 | $76,050-16.8% | $96,544-34.4% | $71,457-11.4% |
| Participation rate | 72.6% | 74.4%-1.8pp | 76.0%-3.3pp | 67.9%+4.7pp |
| Annual return | 12.27% | 22.81%-10.5pp | 25.84%-13.6pp | 28.85%-16.6pp |
| Employer contribution / active EE | $880 | $2,244-60.8% | $2,965-70.3% | $2,588-66.0% |
| Participant deferral / active EE | $2,987 | $4,215-29.1% | $4,851-38.4% | $4,289-30.4% |
| Admin fee / account holder | $306 | $2,707-88.7% | $8,252-96.3% | $1,587-80.7% |