Filed January 4, 2018 (most recent of 2 filings on file)
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 FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $30,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $575 |
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 | $66,635 | $38,925+71.2% | $73,843-9.8% | $55,191+20.7% |
| Participation rate | 95.5% | 66.0%+29.4pp | 73.4%+22.0pp | 69.2%+26.3pp |
| Annual return | 1.23% | 6.31%-5.1pp | 2267.84%-2266.6pp | 10.78%-9.6pp |
| Employer contribution / active EE | $5,872 | $1,695+246.4% | $2,787+110.7% | $1,899+209.3% |
| Participant deferral / active EE | $6,414 | $2,351+172.8% | $3,583+79.0% | $3,046+110.5% |
| Admin fee / account holder | $57 | $83-31.1% | $4,880-98.8% | $91-37.1% |