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 FINANCIAL5+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $38,962 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 85-4555287 | Directed Trustee | $2,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,316 | $73,404+8.1% | $87,100-8.9% | $67,579+17.4% |
| Participation rate | 58.4% | 80.9%-22.4pp | 76.9%-18.4pp | 71.3%-12.8pp |
| Annual return | 21.01% | 48.29%-27.3pp | 28.19%-7.2pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,053 | $2,014-47.7% | $2,521-58.3% | $2,148-51.0% |
| Participant deferral / active EE | $2,500 | $3,913-36.1% | $4,049-38.2% | $3,539-29.4% |
| Admin fee / account holder | $181 | $142+28.2% | $7,497-97.6% | $142+27.5% |