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 FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $60,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $56,613 |
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 | $25,685 | $54,281-52.7% | $60,547-57.6% | $59,188-56.6% |
| Participation rate | 92.2% | 66.8%+25.4pp | 68.0%+24.2pp | 69.4%+22.7pp |
| Annual return | 1.48% | 1.74%-0.3pp | 335.64%-334.2pp | 5.51%-4.0pp |
| Employer contribution / active EE | $600 | $2,031-70.5% | $2,419-75.2% | $2,098-71.4% |
| Participant deferral / active EE | $2,743 | $2,789-1.6% | $3,328-17.6% | $3,265-16.0% |
| Admin fee / account holder | $53 | $64-18.6% | $4,536-98.8% | $92-43.1% |