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 | $26,634 |
LPL FINANCIAL2 years Filed as: KMS FINANCIAL SERVICES INC Service code 27 · EIN 91-0850651 | Advisory (Plan) | $25,756 |
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 | $69,479 | $89,652-22.5% | $141,162-50.8% | $65,185+6.6% |
| Participation rate | 75.2% | 74.7%+0.5pp | 82.5%-7.2pp | 70.2%+5.0pp |
| Annual return | 27.08% | 32.79%-5.7pp | 71.39%-44.3pp | 29.38%-2.3pp |
| Employer contribution / active EE | $1,311 | $3,065-57.2% | $4,735-72.3% | $2,177-39.8% |
| Participant deferral / active EE | $8,590 | $5,691+50.9% | $6,709+28.0% | $3,514+144.5% |
| Admin fee / account holder | $246 | $569-56.7% | $10,261-97.6% | $847-70.9% |