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 | $46,985 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $12,500 |
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.)
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 | $134,125 | $98,750+35.8% | $149,696-10.4% | $79,858+68.0% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.5%-14.1pp | 69.6%-1.2pp |
| Annual return | 13.29% | 27.43%-14.1pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,128 | $3,216-64.9% | $4,644-75.7% | $2,471-54.3% |
| Participant deferral / active EE | $11,098 | $5,680+95.4% | $6,842+62.2% | $3,740+196.7% |
| Admin fee / account holder | $444 | $6,053-92.7% | $9,309-95.2% | $5,306-91.6% |