Filed July 10, 2026 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $42,919 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 13 | Contract Administrator | $16,613 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,237 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,056 |
Filed as: CAPITAL RETIREMENT PLAN SWERVICES Service code 13 · EIN 25-1802421 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,573 | $81,537-39.2% | $149,718-66.9% | $69,631-28.8% |
| Participation rate | 97.2% | 86.1%+11.0pp | 87.1%+10.1pp | 70.7%+26.5pp |
| Annual return | 14.26% | 22.79%-8.5pp | 1501.63%-1487.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $1,484 | $3,239-54.2% | $5,445-72.7% | $2,032-27.0% |
| Participant deferral / active EE | $2,605 | $4,994-47.8% | $6,569-60.3% | $3,224-19.2% |
| Admin fee / account holder | $23 | $107-78.8% | $11,283-99.8% | $110-79.4% |