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 | $86,061 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL - RPCP COMPENSATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $43,476 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $32,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,486 | $43,411-34.4% | $94,993-70.0% | $69,631-59.1% |
| Participation rate | 96.3% | 64.4%+31.9pp | 73.9%+22.4pp | 70.7%+25.6pp |
| Annual return | 22.15% | 22.54%-0.4pp | 27.12%-5.0pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $1,432 | $1,202+19.1% | $2,603-45.0% | $2,032-29.6% |
| Participant deferral / active EE | $2,902 | $2,384+21.7% | $3,317-12.5% | $3,224-10.0% |
| Admin fee / account holder | $164 | $87+87.7% | $4,960-96.7% | $110+48.4% |