See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LAMCO ADVISORY SERVICES1 year Service code 26 1525 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Advisory (Participants) | $18,066 |
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 | $65,400 | $47,977+36.3% | $154,107-57.6% | $56,287+16.2% |
| Participation rate | 99.1% | 66.2%+33.0pp | 83.0%+16.1pp | 69.9%+29.3pp |
| Annual return | -2.73% | 3.54%-6.3pp | 735.12%-737.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $3,912 | $2,169+80.4% | $5,298-26.2% | $2,111+85.3% |
| Participant deferral / active EE | $2,393 | $2,3920% | $5,081-52.9% | $3,350-28.6% |
| Admin fee / account holder | $54 | $438-87.7% | $13,411-99.6% | $521-89.7% |