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 Filed as: LPL FINANCIAL CORPORATION Service code 22 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Insurance Broker | $12,375 |
LPL FINANCIAL2 years Filed as: TIMOTHY SMITH LPL RPCP Service code 27 10200 SW GREENBURG ROAD SUITE 300 · PORTLAND, OR 97223 | Advisory (Plan) | $10,511 |
EPLAN ADVISORS, LLC3+ years Service code 17 · EIN 84-1543749 | Pension Consulting | $5,283 |
Filed as: PENSION PLAN SPECIALISTS Service code 10 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 | Accounting | $900 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
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 | $19,794 | $50,637-60.9% | $86,590-77.1% | $62,292-68.2% |
| Participation rate | 94.9% | 67.9%+27.0pp | 73.5%+21.4pp | 69.5%+25.4pp |
| Annual return | 19.71% | 20.80%-1.1pp | 964.84%-945.1pp | 28.90%-9.2pp |
| Employer contribution / active EE | $542 | $2,075-73.9% | $2,839-80.9% | $2,042-73.5% |
| Participant deferral / active EE | $3,480 | $2,611+33.3% | $3,609-3.6% | $3,169+9.8% |
| Admin fee / account holder | $146 | $413-64.7% | $4,906-97.0% | $479-69.6% |