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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 13 · EIN 23-1945930 | Contract Administrator | $38,744 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $18,316 |
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 | $14,821 | $36,916-59.9% | $156,549-90.5% | $57,658-74.3% |
| Participation rate | 93.6% | 63.4%+30.1pp | 84.0%+9.6pp | 70.2%+23.3pp |
| Annual return | 7.10% | 12.38%-5.3pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $290 | $1,571-81.5% | $5,501-94.7% | $1,974-85.3% |
| Participant deferral / active EE | $2,051 | $1,926+6.5% | $4,871-57.9% | $3,061-33.0% |
| Admin fee / account holder | $23 | $82-72.1% | $13,027-99.8% | $95-75.7% |