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 SERVICES4+ years Filed as: LAMCO ADVISORY SERVICES, INC. Service code 28 1525 INTERNATIONAL PARKWAY, SUITE 2 · LAKE MARY, FL 32746 | Investment Management | $24,746 |
NEWPORT GROUP, INC.1 year Service code 14 · EIN 27-2037969 | Plan Administrator | $9,865 |
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 | $52,629 | $98,982-46.8% | $162,163-67.5% | $65,185-19.3% |
| Participation rate | 90.8% | 85.8%+5.0pp | 87.6%+3.2pp | 70.2%+20.6pp |
| Annual return | 25.51% | 24.84%+0.7pp | 115.59%-90.1pp | 29.38%-3.9pp |
| Employer contribution / active EE | $3,536 | $3,467+2.0% | $5,614-37.0% | $2,177+62.4% |
| Participant deferral / active EE | $7,040 | $5,384+30.7% | $7,298-3.5% | $3,514+100.3% |
| Admin fee / account holder | $208 | $596-65.1% | $10,843-98.1% | $847-75.4% |