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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,067 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,109 | $98,982-52.4% | $162,163-70.9% | $65,185-27.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 18.06% | 24.84%-6.8pp | 115.59%-97.5pp | 29.38%-11.3pp |
| Employer contribution / active EE | $2,668 | $3,467-23.0% | $5,614-52.5% | $2,177+22.6% |
| Participant deferral / active EE | $3,041 | $5,384-43.5% | $7,298-58.3% | $3,514-13.5% |
| Admin fee / account holder | $206 | $596-65.5% | $10,843-98.1% | $847-75.7% |