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 |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $34,477 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,638 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $19,631 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,763 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $59,042 | $61,616-4.2% | $105,722-44.2% | $55,167+7.0% |
| Participation rate | 88.2% | 72.9%+15.3pp | 78.9%+9.3pp | 69.0%+19.2pp |
| Annual return | 14.39% | 11.15%+3.2pp | 12.25%+2.1pp | 169.23%-154.8pp |
| Employer contribution / active EE | $7,924 | $3,043+160.4% | $4,079+94.3% | $1,963+303.7% |
| Participant deferral / active EE | $8,533 | $4,213+102.5% | $5,326+60.2% | $3,054+179.4% |
| Admin fee / account holder | $170 | $379-55.1% | $8,308-98.0% | $504-66.3% |