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 FINANCIAL9 years Service code 27 PO BOX 502533 · SAN DEIGO, CA 92150 | Advisory (Plan) | $47,906 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,154 |
PENSION ASSURANCE LLP2 years Filed as: PENSION MANAGEMENT CONSULTANTS Service code 13 1165 SCENIC DR STE B1 · MODESTO, CA 95350 | Contract Administrator | $6,973 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,280 | $67,984-52.5% | $65,493-50.7% | $74,304-56.6% |
| Participation rate | 98.9% | 66.3%+32.5pp | 73.1%+25.8pp | 60.3%+38.5pp |
| Annual return | 13.87% | 19.87%-6.0pp | 982.45%-968.6pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,892 | $2,491+16.1% | $2,574+12.4% | $2,241+29.1% |
| Participant deferral / active EE | $2,545 | $3,346-23.9% | $3,961-35.7% | $3,767-32.4% |
| Admin fee / account holder | $238 | $1,373-82.7% | $5,028-95.3% | $2,969-92.0% |