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 7-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+ years Service code 27 7760 FRANCE AVENUE · MINNEAPOLIS, MN 554355930 | Advisory (Plan) | $20,545 |
Service code 12 · EIN 48-1205033 | Claims processing; Float revenue; Rec... | $7,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,342 | $55,706-9.6% | $75,886-33.7% | $72,985-31.0% |
| Participation rate | 51.1% | 61.1%-10.0pp | 69.3%-18.2pp | 69.5%-18.4pp |
| Annual return | 52.46% | 27.59%+24.9pp | 30.76%+21.7pp | 81.00%-28.5pp |
| Employer contribution / active EE | $784 | $1,687-53.5% | $2,500-68.6% | $2,440-67.9% |
| Participant deferral / active EE | $2,585 | $2,634-1.8% | $3,603-28.2% | $3,607-28.3% |
| Admin fee / account holder | $389 | $3,978-90.2% | $5,418-92.8% | $5,124-92.4% |