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 | $56,834 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $12,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,177 | $89,355+37.9% | $141,162-12.7% | $72,985+68.8% |
| Participation rate | 73.1% | 75.1%-2.0pp | 82.5%-9.4pp | 69.5%+3.6pp |
| Annual return | 20.38% | 111.85%-91.5pp | 71.39%-51.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,371 | $3,114-56.0% | $4,735-71.1% | $2,440-43.8% |
| Participant deferral / active EE | $12,147 | $5,418+124.2% | $6,709+81.1% | $3,607+236.7% |
| Admin fee / account holder | $486 | $5,958-91.8% | $10,261-95.3% | $5,124-90.5% |