Filed July 28, 2018
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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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,640 |
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 | $111,976 | $73,404+52.5% | $87,100+28.6% | $67,579+65.7% |
| Participation rate | 97.1% | 80.9%+16.2pp | 76.9%+20.2pp | 71.3%+25.8pp |
| Annual return | 21.63% | 48.29%-26.7pp | 28.19%-6.6pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,839 | $2,014-8.7% | $2,521-27.1% | $2,148-14.4% |
| Participant deferral / active EE | $5,413 | $3,913+38.3% | $4,049+33.7% | $3,539+52.9% |
| Admin fee / account holder | $61 | $142-56.8% | $7,497-99.2% | $142-57.0% |