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 13 · EIN 42-0127290 | Contract Administrator | $110,492 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $58,361 |
WATKINS ROSS7+ years Filed as: WATKINS ROSS & CO Service code 49 · EIN 38-1477362 | Other Services | $7,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,041 | $58,290+52.8% | $98,442-9.5% | $86,799+2.6% |
| Participation rate | 97.2% | 68.3%+28.8pp | 73.3%+23.8pp | 72.3%+24.9pp |
| Annual return | 13.08% | 43.48%-30.4pp | 1492.73%-1479.6pp | 97.91%-84.8pp |
| Employer contribution / active EE | $2,121 | $2,008+5.7% | $2,960-28.3% | $2,405-11.8% |
| Participant deferral / active EE | $5,849 | $3,152+85.5% | $4,276+36.8% | $4,131+41.6% |
| Admin fee / account holder | $347 | $138+152.3% | $5,949-94.2% | $170+104.9% |