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 5-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 13 · EIN 42-0127290 | Contract Administrator | $111,654 |
LPL FINANCIAL4 years Service code 26 · EIN 95-2834236 | Advisory (Participants) | $28,366 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,930 | $88,890-1.1% | $102,423-14.2% | $77,643+13.2% |
| Participation rate | 74.6% | 80.9%-6.3pp | 76.5%-1.9pp | 70.6%+4.0pp |
| Annual return | 11.60% | 24.98%-13.4pp | 29.32%-17.7pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,388 | $2,698-48.6% | $3,023-54.1% | $2,726-49.1% |
| Participant deferral / active EE | $2,576 | $5,145-49.9% | $5,053-49.0% | $4,647-44.6% |
| Admin fee / account holder | $247 | $235+5.1% | $9,451-97.4% | $430-42.5% |