See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,025 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $42,816 |
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 | $63,830 | $75,284-15.2% | $91,001-29.9% | $69,631-8.3% |
| Participation rate | 83.8% | 80.4%+3.4pp | 75.6%+8.2pp | 70.7%+13.1pp |
| Annual return | 25.11% | 48.40%-23.3pp | 4.60%+20.5pp | 27571.02%-27545.9pp |
| Employer contribution / active EE | $1,025 | $2,473-58.6% | $2,456-58.3% | $2,032-49.6% |
| Participant deferral / active EE | $2,481 | $3,700-33.0% | $3,547-30.1% | $3,224-23.0% |
| Admin fee / account holder | $119 | $111+7.6% | $5,417-97.8% | $110+7.8% |