Filed June 2, 2022 (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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 95-2834236 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $18,015 |
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,138 | $55,415+23.0% | $155,509-56.2% | $74,495-8.5% |
| Participation rate | 47.8% | 61.9%-14.1pp | 78.2%-30.4pp | 67.2%-19.4pp |
| Annual return | 17.56% | 268.50%-250.9pp | 64.67%-47.1pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $629 | $2,267-72.3% | $4,672-86.5% | $2,623-76.0% |
| Participant deferral / active EE | $2,278 | $2,836-19.7% | $5,626-59.5% | $4,346-47.6% |
| Admin fee / account holder | $283 | $1,738-83.7% | $15,912-98.2% | $1,942-85.5% |