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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.
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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 Filed as: LPL FINANCIAL RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $10,380 |
ASCENSUS LLC1 year Service code 14 · EIN 11-3665754 | Plan Administrator | $1,222 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Plan Administrator | $1,190 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,854 | $51,197-51.5% | $82,719-70.0% | $66,914-62.9% |
| Participation rate | 82.8% | 67.8%+15.0pp | 72.6%+10.2pp | 69.8%+13.0pp |
| Annual return | -1.77% | -9.64%+7.9pp | 701.18%-702.9pp | 1.58%-3.3pp |
| Employer contribution / active EE | $5,383 | $2,611+106.2% | $3,009+78.9% | $2,544+111.6% |
| Participant deferral / active EE | $9,728 | $3,458+181.3% | $4,395+121.3% | $4,237+129.6% |
| Admin fee / account holder | $48 | $416-88.4% | $5,329-99.1% | $593-91.9% |