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 | $21,037 |
LPL FINANCIAL2+ years Filed as: KMS FINANCIAL SERVICES Service code 27 · EIN 91-0850651 | Advisory (Plan) | $18,216 |
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 | $59,699 | $80,753-26.1% | $136,294-56.2% | $62,292-4.2% |
| Participation rate | 70.4% | 73.5%-3.1pp | 81.9%-11.5pp | 69.5%+0.9pp |
| Annual return | 20.44% | 35.83%-15.4pp | 5155.94%-5135.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $1,142 | $2,884-60.4% | $4,695-75.7% | $2,042-44.1% |
| Participant deferral / active EE | $6,970 | $5,164+35.0% | $6,247+11.6% | $3,169+119.9% |
| Admin fee / account holder | $206 | $525-60.8% | $9,243-97.8% | $479-57.0% |