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 FINANCIAL2 years Service code 99 · EIN 04-3046611 | Other Fees | $9,084 |
STRATOS WEALTH PARTNERS2 years Service code 99 · EIN 27-5273468 | Other Fees | $9,084 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,261 | $43,133-22.9% | $89,391-62.8% | $73,488-54.7% |
| Participation rate | 80.4% | 55.0%+25.4pp | 68.0%+12.4pp | 70.7%+9.7pp |
| Annual return | 5.92% | 135.66%-129.7pp | 245.62%-239.7pp | 28.51%-22.6pp |
| Employer contribution / active EE | $27 | $1,438-98.1% | $2,586-99.0% | $2,270-98.8% |
| Participant deferral / active EE | $1,611 | $2,445-34.1% | $3,890-58.6% | $3,740-56.9% |
| Admin fee / account holder | $32 | $444-92.8% | $4,881-99.3% | $513-93.8% |