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.2 years Service code 13 · EIN 23-1945930 | Contract Administrator | $40,718 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $20,999 |
ACO/DCS1 year Filed as: ACO/DCS INC Service code 13 3985 STEVE REYNOLDS · NORCROSS, GA 30093 | Contract Administrator | $5,070 |
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 | $13,908 | $46,173-69.9% | $170,442-91.8% | $69,631-80.0% |
| Participation rate | 95.7% | 63.9%+31.8pp | 83.6%+12.1pp | 70.7%+25.0pp |
| Annual return | 18.47% | 21.62%-3.1pp | 205.93%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $276 | $1,610-82.9% | $5,433-94.9% | $2,032-86.4% |
| Participant deferral / active EE | $1,948 | $2,080-6.3% | $4,939-60.6% | $3,224-39.6% |
| Admin fee / account holder | $36 | $116-68.8% | $13,880-99.7% | $110-67.2% |