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 | $13,493 |
LPL FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES Service code 27 · EIN 91-0850651 | Advisory (Plan) | $11,747 |
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 | $53,623 | $75,183-28.7% | $123,892-56.7% | $55,167-2.8% |
| Participation rate | 74.9% | 72.8%+2.0pp | 81.4%-6.6pp | 69.0%+5.9pp |
| Annual return | 17.51% | 19.01%-1.5pp | 47.52%-30.0pp | 169.23%-151.7pp |
| Employer contribution / active EE | $1,477 | $2,823-47.7% | $4,617-68.0% | $1,963-24.7% |
| Participant deferral / active EE | $8,408 | $5,084+65.4% | $5,984+40.5% | $3,054+175.3% |
| Admin fee / account holder | $154 | $663-76.7% | $8,357-98.2% | $504-69.4% |