Filed May 15, 2025
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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.
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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 13 · EIN 42-0127290 | Contract Administrator | $45,167 |
SWEENEY CONRAD, P.S.2 years Filed as: SWEENEY CONRAD, PS Service code 10 · EIN 91-1301672 | Accounting | $13,000 |
LPL FINANCIAL2 years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $12,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,643 | $65,061-54.4% | $143,757-79.4% | $66,914-55.7% |
| Participation rate | 86.4% | 65.2%+21.2pp | 80.3%+6.1pp | 69.8%+16.6pp |
| Annual return | -8.71% | -11.14%+2.4pp | -0.04%-8.7pp | 1.58%-10.3pp |
| Employer contribution / active EE | $2,058 | $2,361-12.8% | $4,951-58.4% | $2,544-19.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $250 | $502-50.2% | $14,673-98.3% | $593-57.9% |