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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,623 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $104,850 | $73,102+43.4% | $123,544-15.1% | $56,287+86.3% |
| Participation rate | 66.3% | 74.3%-8.0pp | 82.3%-16.0pp | 69.9%-3.5pp |
| Annual return | -5.74% | 3.01%-8.7pp | 119.20%-124.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,550 | $2,977-47.9% | $4,628-66.5% | $2,111-26.6% |
| Participant deferral / active EE | $12,625 | $5,423+132.8% | $6,426+96.5% | $3,350+276.9% |
| Admin fee / account holder | $448 | $554-19.1% | $9,284-95.2% | $521-14.0% |