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 |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,483 |
ALL VALLEY ADMINISTRATORS, LLC4+ years Service code 15 · EIN 77-0536417 7525 NORTH CEDAR AVENUE, SUITE 109 · FRESNO, CA 93720 | Recordkeeping | $11,823 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $360 |
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 | $23,875 | $47,977-50.2% | $154,107-84.5% | $56,287-57.6% |
| Participation rate | 84.9% | 66.2%+18.7pp | 83.0%+1.9pp | 69.9%+15.1pp |
| Annual return | -5.82% | 3.54%-9.4pp | 735.12%-740.9pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,571 | $2,169-27.6% | $5,298-70.3% | $2,111-25.6% |
| Participant deferral / active EE | $751 | $2,392-68.6% | $5,081-85.2% | $3,350-77.6% |
| Admin fee / account holder | $46 | $438-89.5% | $13,411-99.7% | $521-91.2% |