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 37 · EIN 04-2647786 | Loan Processing | $450 |
LPL FINANCIAL5+ years Filed as: LION STREET FINANCIAL LLC Service code 61 · EIN 80-0946231 | Finders' fees / placement fees | $0 |
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 | $86,358 | $98,750-12.5% | $149,696-42.3% | $79,858+8.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.58% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,618 | $3,216-49.7% | $4,644-65.2% | $2,471-34.5% |
| Participant deferral / active EE | $6,938 | $5,680+22.1% | $6,842+1.4% | $3,740+85.5% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |