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 | $1,726 |
LPL FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 33 · EIN 91-0850651 | Securities brokerage commissions and ... | $0 |
PRUCO SECURITIES, LLC1+ years Filed as: PRUCO SECURITIES CORPORATION Service code 33 · EIN 22-1921421 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $63,142 | $46,360+36.2% | $147,614-57.2% | $52,331+20.7% |
| Participation rate | 41.4% | 64.9%-23.6pp | 84.6%-43.2pp | 68.1%-26.7pp |
| Annual return | -0.93% | 1.62%-2.6pp | 61.98%-62.9pp | 4.54%-5.5pp |
| Employer contribution / active EE | $637 | $2,126-70.0% | $5,564-88.6% | $1,882-66.2% |
| Participant deferral / active EE | $1,634 | $2,258-27.6% | $4,895-66.6% | $3,022-45.9% |
| Admin fee / account holder | $20 | $766-97.4% | $11,611-99.8% | $592-96.6% |