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 | $37,006 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,680 |
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 | $58,623 | $70,908-17.3% | $98,907-40.7% | $73,488-20.2% |
| Participation rate | 95.2% | 73.8%+21.4pp | 76.0%+19.2pp | 70.7%+24.5pp |
| Annual return | 14.66% | 34.17%-19.5pp | 196.43%-181.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,935 | $2,036+44.1% | $2,689+9.2% | $2,270+29.3% |
| Participant deferral / active EE | $8,339 | $3,500+138.3% | $4,244+96.5% | $3,740+123.0% |
| Admin fee / account holder | $255 | $535-52.4% | $6,642-96.2% | $513-50.4% |