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 06-1050034 | Contract Administrator | $69,009 |
LPL FINANCIAL4+ years Filed as: FINANCIAL ADVOCATES INVESTMENT Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $62,642 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $36,704 |
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 | $18,170 | $40,113-54.7% | $84,015-78.4% | $77,787-76.6% |
| Participation rate | 95.3% | 62.8%+32.5pp | 69.0%+26.3pp | 73.2%+22.1pp |
| Annual return | 22.58% | 23.27%-0.7pp | 71.31%-48.7pp | 32.57%-10.0pp |
| Employer contribution / active EE | $978 | $847+15.5% | $1,983-50.7% | $2,504-60.9% |
| Participant deferral / active EE | $2,374 | $2,030+16.9% | $3,239-26.7% | $3,967-40.2% |
| Admin fee / account holder | $36 | $92-60.6% | $6,101-99.4% | $100-63.9% |