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+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $20,132 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 HARBORSIDE FINANCIAL CTR PLAZA 2 · JERSEY CITY, NJ 07311 | Advisory (Plan) | $6,002 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,875 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 61 · EIN 02-0275490 | Finders' fees / placement fees | $0 |
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 | $47,590 | $80,177-40.6% | $123,892-61.6% | $57,658-17.5% |
| Participation rate | 83.0% | 74.4%+8.5pp | 81.4%+1.5pp | 70.2%+12.7pp |
| Annual return | 11.61% | 17.90%-6.3pp | 47.52%-35.9pp | 5.13%+6.5pp |
| Employer contribution / active EE | $2,060 | $2,913-29.3% | $4,617-55.4% | $1,974+4.4% |
| Participant deferral / active EE | $6,929 | $5,130+35.1% | $5,984+15.8% | $3,061+126.4% |
| Admin fee / account holder | $82 | $106-23.0% | $8,357-99.0% | $95-13.4% |