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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.
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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 |
|---|---|---|
LPL FINANCIAL4 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $28,809 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,619 | $52,122+73.9% | $104,294-13.1% | $64,808+39.8% |
| Participation rate | 23.8% | 56.0%-32.3pp | 73.3%-49.5pp | 71.5%-47.7pp |
| Annual return | -18.89% | 13.26%-32.1pp | 24.61%-43.5pp | 32.82%-51.7pp |
| Employer contribution / active EE | $648 | $1,627-60.2% | $3,372-80.8% | $2,506-74.2% |
| Participant deferral / active EE | $1,137 | $2,823-59.7% | $4,625-75.4% | $4,310-73.6% |
| Admin fee / account holder | $247 | $155+59.6% | $7,339-96.6% | $188+31.4% |