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 9-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 year Service code 99 · EIN 04-3046611 | Other Fees | $6,508 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,354 |
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 | $15,605 | $52,953-70.5% | $172,739-91.0% | $65,185-76.1% |
| Participation rate | 75.3% | 66.2%+9.1pp | 82.6%-7.3pp | 70.2%+5.1pp |
| Annual return | 21.29% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $912 | $2,190-58.3% | $5,143-82.3% | $2,177-58.1% |
| Participant deferral / active EE | $1,371 | $2,471-44.5% | $5,198-73.6% | $3,514-61.0% |
| Admin fee / account holder | $7 | $472-98.6% | $13,954-100.0% | $847-99.2% |