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 9-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 15 · EIN 13-3689044 | Recordkeeping | $24,678 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,325 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,978 | $69,362-3.4% | $101,248-33.8% | $73,488-8.9% |
| Participation rate | 86.6% | 68.4%+18.2pp | 75.8%+10.8pp | 70.7%+15.9pp |
| Annual return | 7.54% | 18.46%-10.9pp | 46.47%-38.9pp | 28.51%-21.0pp |
| Employer contribution / active EE | $3,195 | $2,628+21.6% | $3,660-12.7% | $2,270+40.8% |
| Participant deferral / active EE | $4,530 | $3,300+37.3% | $4,370+3.7% | $3,740+21.1% |
| Admin fee / account holder | $331 | $704-53.0% | $5,945-94.4% | $513-35.5% |