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 12 · EIN 13-3689044 | Claims processing; Investment managem... | $174,255 |
LPL FINANCIAL1+ years Service code 16 · EIN 04-3046611 | Consulting | $84,638 |
GREERWALKER LLP1+ years Filed as: GREER WALKER, LLP Service code 10 · EIN 56-1434747 | Accounting | $13,500 |
LEONARD, NULHERIN & GREENE, PC1+ years Service code 10 · EIN 04-3108635 | Accounting | $7,993 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 96-2602731 | Legal | $6,508 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,291 | $34,220+85.0% | $73,843-14.3% | $59,188+6.9% |
| Participation rate | 53.6% | 59.1%-5.6pp | 73.4%-19.9pp | 69.4%-15.9pp |
| Annual return | 88.89% | 3.36%+85.5pp | 2267.84%-2178.9pp | 5.51%+83.4pp |
| Employer contribution / active EE | $819 | $1,480-44.7% | $2,787-70.6% | $2,098-61.0% |
| Participant deferral / active EE | $2,128 | $2,035+4.6% | $3,583-40.6% | $3,265-34.8% |
| Admin fee / account holder | $167 | $64+161.3% | $4,880-96.6% | $92+81.6% |