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 FINANCIAL5+ 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 | -$40,462 |
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 | $104,712 | $54,237+93.1% | $90,281+16.0% | $67,579+54.9% |
| Participation rate | 98.3% | 68.6%+29.7pp | 73.3%+25.0pp | 71.3%+27.0pp |
| Annual return | 26.56% | 37.27%-10.7pp | 78.10%-51.5pp | 378.56%-352.0pp |
| Employer contribution / active EE | $7,245 | $1,846+292.5% | $2,854+153.8% | $2,148+237.3% |
| Participant deferral / active EE | $9,105 | $2,625+246.8% | $3,885+134.3% | $3,539+157.2% |
| Admin fee / account holder | -$15 | $123-111.8% | $5,351-100.3% | $142-110.3% |