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 · EIN 95-2834236 | Advisory (Plan) | $5,027 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,122 | $63,299-39.8% | $91,001-58.1% | $62,292-38.8% |
| Participation rate | 76.6% | 73.3%+3.3pp | 75.6%+1.0pp | 69.5%+7.1pp |
| Annual return | 166.06% | 20.99%+145.1pp | 4.60%+161.5pp | 28.90%+137.2pp |
| Employer contribution / active EE | $62 | $1,807-96.6% | $2,456-97.5% | $2,042-97.0% |
| Participant deferral / active EE | $12,379 | $2,943+320.7% | $3,547+249.0% | $3,169+290.6% |
| Admin fee / account holder | $29 | $468-93.8% | $5,417-99.5% | $479-94.0% |