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 |
|---|---|---|
LAMCO ADVISORY SERVICES3+ years Filed as: LAMCO ADVISORY SERVICES, INC. Service code 28 1525 INTERNATIONAL PARKWAY, SUITE 2 · LAKE MARY, FL 32746 | Investment Management | $30,595 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,839 | $79,523-41.1% | $140,016-66.5% | $56,287-16.8% |
| Participation rate | 92.9% | 85.7%+7.1pp | 87.5%+5.4pp | 69.9%+23.0pp |
| Annual return | -5.12% | 2.39%-7.5pp | 651.12%-656.2pp | -9.96%+4.8pp |
| Employer contribution / active EE | $3,447 | $3,350+2.9% | $5,606-38.5% | $2,111+63.3% |
| Participant deferral / active EE | $6,606 | $5,129+28.8% | $6,927-4.6% | $3,350+97.2% |
| Admin fee / account holder | $233 | $614-62.0% | $10,705-97.8% | $521-55.2% |