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 FINANCIAL5+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,047 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,963 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,764 | $46,722+17.2% | $130,648-58.1% | $65,185-16.0% |
| Participation rate | 57.7% | 60.9%-3.3pp | 71.7%-14.1pp | 70.2%-12.5pp |
| Annual return | 22.90% | 24.17%-1.3pp | 1708.96%-1686.1pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,021 | $1,488+35.9% | $4,092-50.6% | $2,177-7.2% |
| Participant deferral / active EE | $3,582 | $2,545+40.8% | $3,603-0.6% | $3,514+2.0% |
| Admin fee / account holder | $288 | $453-36.5% | $5,464-94.7% | $847-66.0% |