Filed July 8, 2021
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Recordkeeping ... | $92,036 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL SERVICES Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $0 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,445 | $52,293-66.6% | $178,490-90.2% | $73,409-76.2% |
| Participation rate | 71.0% | 65.3%+5.7pp | 81.9%-10.9pp | 72.2%-1.2pp |
| Annual return | 12.10% | 34.75%-22.6pp | 151.07%-139.0pp | 59.29%-47.2pp |
| Employer contribution / active EE | $501 | $1,735-71.1% | $5,011-90.0% | $2,234-77.6% |
| Participant deferral / active EE | $1,286 | $2,332-44.9% | $5,202-75.3% | $3,805-66.2% |
| Admin fee / account holder | $179 | $127+40.3% | $13,984-98.7% | $158+13.2% |