See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $397,123 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $50,000 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: VALTRUM RETIREMENT PLAN CONSULTING Service code 56 · EIN 68-0279977 | Non-monetary compensation | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,608 | $85,635-14.0% | $123,892-40.6% | $63,975+15.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 81.4%+18.6pp | 71.1%+28.9pp |
| Annual return | 10.08% | 15.74%-5.7pp | 47.52%-37.4pp | 48.65%-38.6pp |
| Employer contribution / active EE | $2,402 | $3,076-21.9% | $4,617-48.0% | $2,182+10.1% |
| Participant deferral / active EE | $5,191 | $5,667-8.4% | $5,984-13.2% | $3,356+54.7% |
| Admin fee / account holder | $83 | $75+10.3% | $8,357-99.0% | $70+17.3% |