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 | $30,103 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,158 |
KEYBANK NATIONAL ASSOCIATION5+ years Service code 10 3920 MAIN STREET · AMHERST, NY 14226 | Accounting | $4,809 |
SWERDLIN & COMPANY5+ years Service code 15 · EIN 58-1392124 | Recordkeeping | $2,026 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,968 | $69,159-16.2% | $125,175-53.7% | $67,579-14.2% |
| Participation rate | 87.2% | 78.2%+9.0pp | 79.8%+7.4pp | 71.3%+15.9pp |
| Annual return | 18.13% | 27.12%-9.0pp | 43.79%-25.7pp | 378.56%-360.4pp |
| Employer contribution / active EE | $794 | $2,023-60.8% | $3,865-79.5% | $2,148-63.0% |
| Participant deferral / active EE | $2,387 | $3,700-35.5% | $4,937-51.7% | $3,539-32.6% |
| Admin fee / account holder | $150 | $142+5.5% | $9,702-98.5% | $142+5.2% |