Filed April 12, 2016 (most recent of 4 filings on file)
Total covered: 4 employees
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+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $11,503 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,919 |
Service code 28 · EIN 61-1732930 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,064 | $74,089-45.9% | $133,980-70.1% | $55,167-27.4% |
| Participation rate | 86.2% | 84.3%+1.9pp | 87.1%-0.9pp | 69.0%+17.2pp |
| Annual return | 14.03% | 12.11%+1.9pp | 29.30%-15.3pp | 169.23%-155.2pp |
| Employer contribution / active EE | $2,227 | $3,064-27.3% | $5,211-57.3% | $1,963+13.5% |
| Participant deferral / active EE | $3,801 | $4,678-18.7% | $6,282-39.5% | $3,054+24.5% |
| Admin fee / account holder | $45 | $458-90.1% | $9,324-99.5% | $504-91.0% |