Filed December 3, 2024
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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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $68,589 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 26 · EIN 04-3046611 | Advisory (Participants) | $46,676 |
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 64 · EIN 52-0783935 | Recordkeeping Fees | $3,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,112 | $104,317-51.0% | $159,436-67.9% | $86,799-41.1% |
| Participation rate | 61.2% | 77.7%-16.5pp | 82.8%-21.6pp | 72.3%-11.1pp |
| Annual return | 21.52% | 26.32%-4.8pp | 263.57%-242.0pp | 97.91%-76.4pp |
| Employer contribution / active EE | $1,517 | $3,451-56.0% | $4,829-68.6% | $2,405-36.9% |
| Participant deferral / active EE | $5,128 | $6,837-25.0% | $7,352-30.3% | $4,131+24.1% |
| Admin fee / account holder | $232 | $172+35.0% | $10,799-97.8% | $170+37.1% |