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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.
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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 FINANCIAL5+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,433 |
BENEFIT PLANNING CONSULTANTS5+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 15 · EIN 36-3036100 | Recordkeeping | $4,175 |
Service code 15 · EIN 31-1281022 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,913 | $31,679+38.6% | $74,701-41.2% | $65,185-32.6% |
| Participation rate | 28.6% | 40.4%-11.8pp | 54.5%-25.9pp | 70.2%-41.6pp |
| Annual return | 21.52% | 39.04%-17.5pp | 752.92%-731.4pp | 29.38%-7.9pp |
| Employer contribution / active EE | $354 | $566-37.4% | $1,084-67.3% | $2,177-83.7% |
| Participant deferral / active EE | $648 | $1,191-45.6% | $1,964-67.0% | $3,514-81.6% |
| Admin fee / account holder | $645 | $379+70.1% | $3,333-80.7% | $847-23.9% |