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 |
|---|---|---|
PATRICK & BUZARELLOS3+ years Service code 10 · EIN 68-0197298 | Accounting | $7,500 |
PENSYS, INC.2 years Service code 13 · EIN 68-0348235 | Contract Administrator | $7,135 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,950 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPLP Service code 33 · EIN 95-2834236 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $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 | $123,184 | $155,795-20.9% | $136,294-9.6% | $69,631+76.9% |
| Participation rate | 88.2% | 75.2%+12.9pp | 81.9%+6.2pp | 70.7%+17.5pp |
| Annual return | 18.32% | 232464.33%-232446.0pp | 5155.94%-5137.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $3,785 | $2,991+26.6% | $4,695-19.4% | $2,032+86.3% |
| Participant deferral / active EE | $8,856 | $5,394+64.2% | $6,247+41.8% | $3,224+174.7% |
| Admin fee / account holder | $56 | $128-56.2% | $9,243-99.4% | $110-49.1% |