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 13 · EIN 42-0127290 | Contract Administrator | $35,869 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,957 |
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 | $52,690 | $111,491-52.7% | $189,513-72.2% | $86,799-39.3% |
| Participation rate | 94.9% | 87.3%+7.6pp | 87.8%+7.1pp | 72.3%+22.6pp |
| Annual return | 37.10% | 83.50%-46.4pp | 555.15%-518.0pp | 97.91%-60.8pp |
| Employer contribution / active EE | $1,759 | $3,951-55.5% | $6,162-71.4% | $2,405-26.9% |
| Participant deferral / active EE | $4,974 | $6,437-22.7% | $8,221-39.5% | $4,131+20.4% |
| Admin fee / account holder | $187 | $189-0.8% | $12,045-98.4% | $170+10.4% |