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 37 · EIN 04-2647786 | Loan Processing | $29,581 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,500 |
DAVID P CHANEY, CPA, P.C.3 years Service code 10 · EIN 26-0010591 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,840 | $101,317-21.2% | $146,958-45.7% | $74,495+7.2% |
| Participation rate | 76.3% | 75.5%+0.7pp | 82.2%-5.9pp | 67.2%+9.1pp |
| Annual return | 14.50% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,849 | $3,810-25.2% | $4,933-42.3% | $2,623+8.6% |
| Participant deferral / active EE | $6,388 | $7,303-12.5% | $8,070-20.8% | $4,346+47.0% |
| Admin fee / account holder | $310 | $1,739-82.2% | $12,998-97.6% | $1,942-84.0% |