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 42-0127290 | Contract Administrator | $118,362 |
LCM CAPITAL MANAGEMENT1 year Filed as: LCM CAPITAL MANAGEMENT, Service code 27 · EIN 36-4234907 | Advisory (Plan) | $7,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,669 | $81,908-50.3% | $90,749-55.2% | $64,808-37.2% |
| Participation rate | 92.3% | 80.5%+11.9pp | 75.7%+16.6pp | 71.5%+20.9pp |
| Annual return | -17.69% | -12.53%-5.2pp | -12.16%-5.5pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,230 | $3,065-59.9% | $2,921-57.9% | $2,506-50.9% |
| Participant deferral / active EE | $3,451 | $4,840-28.7% | $4,564-24.4% | $4,310-19.9% |
| Admin fee / account holder | $89 | $157-43.4% | $8,445-98.9% | $188-52.6% |