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 |
|---|---|---|
COMPTON FINANCIAL GROUP3 years Service code 27 | Advisory (Plan) | $28,293 |
THE VANGUARD GROUP, INC.3 years Service code 64 | Recordkeeping Fees | $12,535 |
COMPTON FINANCIAL GROUP3 years Filed as: RL COMPTON & ASSOCIATES, INC. Service code 13 | Contract Administrator | $4,860 |
LPL FINANCIAL5+ years Service code 51 | Investment Mgmt Fees | $0 |
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 | $88,835 | $65,365+35.9% | $92,893-4.4% | $72,985+21.7% |
| Participation rate | 87.7% | 68.3%+19.4pp | 76.0%+11.7pp | 69.5%+18.2pp |
| Annual return | 22.13% | 42.10%-20.0pp | 109.41%-87.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,624 | $2,594+1.2% | $3,653-28.2% | $2,440+7.6% |
| Participant deferral / active EE | $4,937 | $3,128+57.8% | $4,236+16.6% | $3,607+36.9% |
| Admin fee / account holder | $271 | $4,251-93.6% | $5,794-95.3% | $5,124-94.7% |