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 37 · EIN 04-2647786 | Loan Processing | $245,250 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $70,000 |
WINDHAM BRANNON1 year Filed as: WINDHAM BRANNON LLC Service code 10 · EIN 58-1763439 | Accounting | $65,000 |
MENTORO FINANCIAL EDUCATORS1 year Filed as: MENTORO GROUP LLC Service code 26 · EIN 84-2190693 | Advisory (Participants) | $7,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,966 | $99,062-38.5% | $120,354-49.3% | $99,062-38.5% |
| Participation rate | 94.7% | 71.6%+23.1pp | 71.9%+22.8pp | 71.6%+23.1pp |
| Annual return | 16.34% | 17.66%-1.3pp | 107.15%-90.8pp | 17.66%-1.3pp |
| Employer contribution / active EE | $2,358 | $3,262-27.7% | $3,463-31.9% | $3,262-27.7% |
| Participant deferral / active EE | $5,298 | $5,331-0.6% | $4,991+6.1% | $5,331-0.6% |
| Admin fee / account holder | $46 | $109-57.8% | $9,423-99.5% | $109-57.8% |