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 FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $54,360 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $4,155 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $54,412 | $66,098-17.7% | $101,794-46.5% | $74,304-26.8% |
| Participation rate | 91.9% | 53.8%+38.1pp | 69.2%+22.7pp | 60.3%+31.5pp |
| Annual return | 15.33% | 19.59%-4.3pp | 30.53%-15.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $924 | $1,082-14.5% | $2,289-59.6% | $2,241-58.8% |
| Participant deferral / active EE | $4,739 | $2,781+70.4% | $4,084+16.0% | $3,767+25.8% |
| Admin fee / account holder | $448 | $4,146-89.2% | $8,777-94.9% | $2,969-84.9% |