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 | $30,934 |
LPL FINANCIAL3 years Filed as: KMS FINANCIAL SERVICES INC Service code 27 · EIN 82-2472132 | Advisory (Plan) | $19,705 |
Filed as: ALERA INVESTMENT ADVISORS LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $6,250 |
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 | $89,743 | $99,957-10.2% | $149,696-40.0% | $73,488+22.1% |
| Participation rate | 81.9% | 75.7%+6.2pp | 82.5%-0.6pp | 70.7%+11.2pp |
| Annual return | 17.78% | 53.87%-36.1pp | 276.60%-258.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $2,001 | $3,191-37.3% | $4,644-56.9% | $2,270-11.9% |
| Participant deferral / active EE | $10,822 | $6,073+78.2% | $6,842+58.2% | $3,740+189.4% |
| Admin fee / account holder | $286 | $551-48.0% | $9,309-96.9% | $513-44.2% |