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 |
|---|---|---|
Filed as: LAVINE LOFGREN MORRIS AND ENGELBERG Service code 10 4180 LAJOLLA VILLAGE DRIVE · LA JOLLA, CA 92037 | Accounting | $12,090 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,362 |
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 | $222,351 | $80,753+175.3% | $136,294+63.1% | $62,292+256.9% |
| Participation rate | 95.8% | 73.5%+22.3pp | 81.9%+13.9pp | 69.5%+26.3pp |
| Annual return | 20.48% | 35.83%-15.4pp | 5155.94%-5135.5pp | 28.90%-8.4pp |
| Employer contribution / active EE | $3,162 | $2,884+9.7% | $4,695-32.7% | $2,042+54.8% |
| Participant deferral / active EE | $11,902 | $5,164+130.5% | $6,247+90.5% | $3,169+275.6% |
| Admin fee / account holder | $84 | $525-84.0% | $9,243-99.1% | $479-82.5% |