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 FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 71 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Brokerage Fees | $19,703 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $1,321 |
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 | $52,301 | $70,667-26.0% | $123,104-57.5% | $52,331-0.1% |
| Participation rate | 95.3% | 83.7%+11.6pp | 86.8%+8.6pp | 68.1%+27.2pp |
| Annual return | 1.44% | 6.23%-4.8pp | 13.22%-11.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $2,016 | $2,946-31.5% | $5,151-60.9% | $1,882+7.2% |
| Participant deferral / active EE | $2,884 | $4,493-35.8% | $6,230-53.7% | $3,022-4.6% |
| Admin fee / account holder | $7 | $506-98.7% | $9,015-99.9% | $592-98.9% |