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 15 · EIN 13-3689044 | Recordkeeping | $41,854 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 95-2834236 | Consulting | $19,258 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 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 | $32,639 | $58,851-44.5% | $115,157-71.7% | $72,985-55.3% |
| Participation rate | 93.6% | 65.5%+28.1pp | 75.9%+17.7pp | 69.5%+24.1pp |
| Annual return | 26.28% | 23.16%+3.1pp | 35.60%-9.3pp | 81.00%-54.7pp |
| Employer contribution / active EE | $1,416 | $1,798-21.3% | $3,179-55.5% | $2,440-42.0% |
| Participant deferral / active EE | $3,518 | $2,643+33.1% | $4,168-15.6% | $3,607-2.5% |
| Admin fee / account holder | $315 | $6,370-95.1% | $7,088-95.6% | $5,124-93.9% |