Filed December 27, 2019
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,899 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,405 | $73,638+82.5% | $95,952+40.1% | $73,488+82.9% |
| Participation rate | 91.2% | 76.2%+15.0pp | 77.1%+14.1pp | 70.7%+20.5pp |
| Annual return | 34.93% | 16.78%+18.1pp | 91.61%-56.7pp | 28.51%+6.4pp |
| Employer contribution / active EE | $5,390 | $1,863+189.3% | $2,541+112.1% | $2,270+137.4% |
| Participant deferral / active EE | $8,933 | $3,617+147.0% | $4,167+114.4% | $3,740+138.9% |
| Admin fee / account holder | $214 | $482-55.7% | $6,795-96.9% | $513-58.4% |