Filed August 16, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,228 |
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 | $57,151 | $100,227-43.0% | $169,993-66.4% | $74,419-23.2% |
| Participation rate | 99.5% | 87.3%+12.2pp | 87.0%+12.5pp | 70.7%+28.8pp |
| Annual return | 17.51% | 66.08%-48.6pp | 53.37%-35.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,470 | $4,263-18.6% | $6,785-48.9% | $2,637+31.6% |
| Participant deferral / active EE | $4,943 | $7,143-30.8% | $10,408-52.5% | $4,528+9.2% |
| Admin fee / account holder | $9 | $234-96.2% | $12,815-99.9% | $348-97.4% |