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 |
|---|---|---|
LPL FINANCIAL1 year Service code 12 13400 BISHOPS LN STE 70 · BROOKFIELD, WI 53005 | Direct payment from the plan; Claims ... | $10,216 |
Service code 12 · EIN 39-1750654 | Claims processing; Direct payment fro... | $6,720 |
Service code 12 · EIN 48-1205033 | Float revenue; Sub-transfer agency fe... | $5,709 |
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 | $26,556 | $59,186-55.1% | $76,768-65.4% | $56,287-52.8% |
| Participation rate | 86.0% | 75.2%+10.8pp | 77.0%+9.1pp | 69.9%+16.2pp |
| Annual return | -2.45% | 6.62%-9.1pp | 2.43%-4.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $533 | $1,759-69.7% | $2,485-78.5% | $2,111-74.7% |
| Participant deferral / active EE | $2,470 | $3,255-24.1% | $3,852-35.9% | $3,350-26.2% |
| Admin fee / account holder | $157 | $489-67.8% | $6,675-97.6% | $521-69.8% |