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 26 · EIN 71-0294708 | Advisory (Participants) | $28,074 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $22,936 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,402 | $98,982-16.7% | $162,163-49.2% | $65,185+26.4% |
| Participation rate | 85.0% | 85.8%-0.7pp | 87.6%-2.5pp | 70.2%+14.8pp |
| Annual return | 23.81% | 24.84%-1.0pp | 115.59%-91.8pp | 29.38%-5.6pp |
| Employer contribution / active EE | $3,798 | $3,467+9.6% | $5,614-32.3% | $2,177+74.5% |
| Participant deferral / active EE | $4,980 | $5,384-7.5% | $7,298-31.8% | $3,514+41.7% |
| Admin fee / account holder | $187 | $596-68.7% | $10,843-98.3% | $847-78.0% |