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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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $11,916 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 75 STATE STREET, 24TH FLOOR · BOSTON, MA 02109 | Advisory (Plan) | $5,418 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,213 | $91,552-75.7% | $133,956-83.4% | $79,858-72.2% |
| Participation rate | 87.1% | 73.3%+13.8pp | 79.8%+7.3pp | 69.6%+17.5pp |
| Annual return | 12.81% | 61.85%-49.0pp | 45.09%-32.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $573 | $2,384-76.0% | $3,919-85.4% | $2,471-76.8% |
| Participant deferral / active EE | $3,553 | $3,733-4.8% | $5,048-29.6% | $3,740-5.0% |
| Admin fee / account holder | $150 | $6,321-97.6% | $8,927-98.3% | $5,306-97.2% |