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 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $16,234 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Sub-transfer agency fees; Participant... | $5,903 |
UNITED OF OMAHA2 years Service code 37 · EIN 47-0322111 | Loan Processing | $2,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,936 | $59,054-17.1% | $97,226-49.7% | $77,643-37.0% |
| Participation rate | 35.2% | 67.9%-32.7pp | 72.7%-37.5pp | 70.6%-35.4pp |
| Annual return | 17.06% | 16.96%+0.1pp | 75.13%-58.1pp | 31.24%-14.2pp |
| Employer contribution / active EE | $1,111 | $1,742-36.2% | $2,729-59.3% | $2,726-59.2% |
| Participant deferral / active EE | $2,137 | $3,930-45.6% | $4,264-49.9% | $4,647-54.0% |
| Admin fee / account holder | $177 | $346-48.8% | $5,654-96.9% | $430-58.9% |