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 FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 99 PO BOX 502533 · SAN DIEGO, CA 92150 | Other Fees | $20,452 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $19,040 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,248 |
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 | $46,537 | $70,908-34.4% | $98,907-52.9% | $73,488-36.7% |
| Participation rate | 98.4% | 73.8%+24.7pp | 76.0%+22.4pp | 70.7%+27.8pp |
| Annual return | 11.77% | 34.17%-22.4pp | 196.43%-184.7pp | 28.51%-16.7pp |
| Employer contribution / active EE | $808 | $2,036-60.3% | $2,689-69.9% | $2,270-64.4% |
| Participant deferral / active EE | $3,536 | $3,500+1.0% | $4,244-16.7% | $3,740-5.4% |
| Admin fee / account holder | $182 | $535-66.0% | $6,642-97.3% | $513-64.6% |