See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $385,805 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC-RPLP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $60,000 |
FRANCES KNEPKA1+ years Filed as: FRANCES SARNACKI Service code 56 ABSOPURE WATER COMPANY · PLYMOUTH, MI 48170 | Non-monetary compensation | $0 |
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 | $39,357 | $81,321-51.6% | $68,509-42.6% | $59,188-33.5% |
| Participation rate | 97.0% | 83.8%+13.2pp | 74.7%+22.3pp | 69.4%+27.6pp |
| Annual return | -0.44% | 4.65%-5.1pp | 8.27%-8.7pp | 5.51%-5.9pp |
| Employer contribution / active EE | $1,391 | $3,297-57.8% | $2,278-38.9% | $2,098-33.7% |
| Participant deferral / active EE | $3,053 | $4,592-33.5% | $3,382-9.7% | $3,265-6.5% |
| Admin fee / account holder | $80 | $62+29.5% | $5,275-98.5% | $92-13.3% |