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 13 · EIN 42-0127290 | Contract Administrator | $71,255 |
LPL FINANCIAL3 years Filed as: NEXT FINANCIAL GROUP INC Service code 27 · EIN 54-1900002 | Advisory (Plan) | $27,752 |
IFS ADVISORY LLC1 year Filed as: SB ADVISORY, LLC Service code 27 · EIN 35-2312635 | Advisory (Plan) | $7,581 |
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 | $53,204 | $117,025-54.5% | $91,541-41.9% | $85,563-37.8% |
| Participation rate | 98.0% | 64.2%+33.8pp | 69.8%+28.2pp | 66.0%+32.0pp |
| Annual return | 15.04% | 18.02%-3.0pp | 20.50%-5.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $3,876 | $2,120+82.8% | $2,505+54.8% | $2,654+46.1% |
| Participant deferral / active EE | $6,163 | $3,446+78.8% | $4,008+53.8% | $4,375+40.9% |
| Admin fee / account holder | $207 | $1,242-83.3% | $6,956-97.0% | $834-75.2% |