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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.
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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 |
|---|---|---|
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 26 | Advisory (Participants) | $28,686 |
PANAGIOTU PENSION ADVISORS, INC.5+ years Filed as: PANAGIOTU PENSION ADVISORS, INC Service code 13 · EIN 91-1463664 7350 CIRQUE DRIVE WEST SUITE 201 · UNIVERSITY PLACE, WA 98467 | Contract Administrator | $11,063 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,058 |
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 | $23,913 | $25,302-5.5% | $74,701-68.0% | $67,579-64.6% |
| Participation rate | 85.0% | 37.8%+47.2pp | 54.5%+30.5pp | 71.3%+13.7pp |
| Annual return | 20.96% | 10291.17%-10270.2pp | 752.92%-732.0pp | 378.56%-357.6pp |
| Employer contribution / active EE | $1,111 | $446+148.9% | $1,084+2.5% | $2,148-48.3% |
| Participant deferral / active EE | $1,519 | $954+59.2% | $1,964-22.7% | $3,539-57.1% |
| Admin fee / account holder | $172 | $108+59.4% | $3,333-94.9% | $142+20.6% |