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 06-1050034 | Contract Administrator | $102,471 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $70,061 |
PKF O'CONNOR DAVIES, LLP3 years Filed as: PANNELL KERR FORSTER OF TEXAS, PC Service code 10 · EIN 76-0356844 | Accounting | $18,038 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $315 |
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 | $83,314 | $72,254+15.3% | $86,677-3.9% | $64,808+28.6% |
| Participation rate | 99.3% | 80.4%+18.9pp | 76.6%+22.7pp | 71.5%+27.8pp |
| Annual return | -16.14% | 392.42%-408.6pp | 35.91%-52.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,957 | $2,393+23.6% | $2,836+4.2% | $2,506+18.0% |
| Participant deferral / active EE | $8,911 | $4,658+91.3% | $4,656+91.4% | $4,310+106.7% |
| Admin fee / account holder | $218 | $174+25.1% | $7,493-97.1% | $188+15.8% |