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 |
|---|---|---|
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $38,697 |
Service code 12 · EIN 48-1205033 | Recordkeeping fees; Sub-transfer agen... | $5,672 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $4,418 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $611 |
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 | $36,338 | $65,376-44.4% | $87,100-58.3% | $65,185-44.3% |
| Participation rate | 83.1% | 75.3%+7.7pp | 76.9%+6.2pp | 70.2%+12.9pp |
| Annual return | 27.53% | 31.27%-3.7pp | 28.19%-0.7pp | 29.38%-1.9pp |
| Employer contribution / active EE | $670 | $1,822-63.3% | $2,521-73.4% | $2,177-69.2% |
| Participant deferral / active EE | $3,090 | $3,388-8.8% | $4,049-23.7% | $3,514-12.1% |
| Admin fee / account holder | $39 | $520-92.6% | $7,497-99.5% | $847-95.4% |