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 | $86,443 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $20,769 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $14,789 |
S B H U LIFE AGENCY INC2 years Filed as: S B H U LIFE AGENCY INC. Service code 49 · EIN 13-2896238 | Other Services | $5,993 |
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.)
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 | $40,336 | $101,317-60.2% | $146,958-72.6% | $74,495-45.9% |
| Participation rate | 47.0% | 75.5%-28.5pp | 82.2%-35.1pp | 67.2%-20.2pp |
| Annual return | 13.75% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,817 | $3,810-52.3% | $4,933-63.2% | $2,623-30.7% |
| Participant deferral / active EE | $4,080 | $7,303-44.1% | $8,070-49.4% | $4,346-6.1% |
| Admin fee / account holder | $518 | $1,739-70.2% | $12,998-96.0% | $1,942-73.3% |