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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.
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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 FINANCIAL6+ years Service code 37 · EIN 04-3046611 | Loan Processing | $29,555 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $27,503 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $9,250 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,445 | $54,121+28.3% | $134,143-48.2% | $73,409-5.4% |
| Participation rate | 61.1% | 64.4%-3.3pp | 72.2%-11.1pp | 72.2%-11.1pp |
| Annual return | 18.89% | -312.52%+331.4pp | 36.33%-17.4pp | 59.29%-40.4pp |
| Employer contribution / active EE | $2,045 | $1,402+45.9% | $3,704-44.8% | $2,234-8.4% |
| Participant deferral / active EE | $3,768 | $2,844+32.5% | $3,499+7.7% | $3,805-1.0% |
| Admin fee / account holder | $314 | $132+136.9% | $6,684-95.3% | $158+98.6% |