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 8-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 | Participant loan processing; Account ... | $24,163 |
LPL FINANCIAL1 year Service code 16 · EIN 95-2834236 | Consulting | $8,121 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $27,877 | $47,922-41.8% | $75,886-63.3% | $65,185-57.2% |
| Participation rate | 91.1% | 63.0%+28.1pp | 69.3%+21.8pp | 70.2%+20.9pp |
| Annual return | 24.17% | 24.12%+0.1pp | 30.76%-6.6pp | 29.38%-5.2pp |
| Employer contribution / active EE | $989 | $1,557-36.5% | $2,500-60.5% | $2,177-54.6% |
| Participant deferral / active EE | $3,272 | $2,550+28.3% | $3,603-9.2% | $3,514-6.9% |
| Admin fee / account holder | $160 | $532-69.9% | $5,418-97.1% | $847-81.1% |