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 9-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 27 · EIN 47-1411118 | Advisory (Plan) | $35,410 |
COHNREZNICK LLP2 years Service code 10 · EIN 33-4144829 | Accounting | $31,395 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,422 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,831 |
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 | $89,015 | $58,778+51.4% | $129,207-31.1% | $77,643+14.6% |
| Participation rate | 86.1% | 59.2%+26.9pp | 69.6%+16.5pp | 70.6%+15.6pp |
| Annual return | -5.75% | 24.73%-30.5pp | 9417.33%-9423.1pp | 31.24%-37.0pp |
| Employer contribution / active EE | $2,401 | $1,952+23.0% | $4,153-42.2% | $2,726-11.9% |
| Participant deferral / active EE | $7,102 | $3,212+121.1% | $4,168+70.4% | $4,647+52.8% |
| Admin fee / account holder | $240 | $589-59.2% | $7,715-96.9% | $430-44.2% |