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 | $25,005 |
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES INC Service code 27 · EIN 91-0850651 | Advisory (Plan) | $23,108 |
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 | $59,494 | $73,102-18.6% | $123,544-51.8% | $56,287+5.7% |
| Participation rate | 71.4% | 74.3%-3.0pp | 82.3%-10.9pp | 69.9%+1.5pp |
| Annual return | 0.85% | 3.01%-2.2pp | 119.20%-118.3pp | -9.96%+10.8pp |
| Employer contribution / active EE | $1,069 | $2,977-64.1% | $4,628-76.9% | $2,111-49.4% |
| Participant deferral / active EE | $7,394 | $5,423+36.4% | $6,426+15.1% | $3,350+120.7% |
| Admin fee / account holder | $241 | $554-56.6% | $9,284-97.4% | $521-53.8% |