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 | $219,584 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,640 |
Filed as: ERISA FIDUCIARY SERVICES Service code 27 · EIN 47-1637791 | Advisory (Plan) | $5,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,934 | $48,698-75.5% | $93,606-87.3% | $199,593-94.0% |
| Participation rate | 84.0% | 63.5%+20.4pp | 68.7%+15.2pp | 72.0%+12.0pp |
| Annual return | 43.47% | 15.34%+28.1pp | 133.20%-89.7pp | 34.25%+9.2pp |
| Employer contribution / active EE | $315 | $1,135-72.2% | $2,420-87.0% | $3,034-89.6% |
| Participant deferral / active EE | $1,830 | $2,817-35.0% | $4,411-58.5% | $5,087-64.0% |
| Admin fee / account holder | $191 | $195-1.9% | $8,285-97.7% | $269-28.8% |