Filed July 28, 2018
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 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,436 | $65,118+49.6% | $76,768+26.9% | $55,725+74.9% |
| Participation rate | 95.9% | 79.6%+16.3pp | 77.0%+18.9pp | 70.9%+25.0pp |
| Annual return | -6.34% | -1.27%-5.1pp | 2.43%-8.8pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,725 | $1,941-11.1% | $2,485-30.6% | $2,078-17.0% |
| Participant deferral / active EE | $4,961 | $3,688+34.5% | $3,852+28.8% | $3,356+47.8% |
| Admin fee / account holder | -$11 | $116-109.1% | $6,675-100.2% | $115-109.1% |