Filed September 16, 2021 (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 7-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 27 · EIN 95-2834236 | Advisory (Plan) | $49,363 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $221 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,764 | $72,770-13.7% | $67,652-7.2% | $55,191+13.7% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.6pp | 69.2%+14.1pp |
| Annual return | -0.84% | -3.26%+2.4pp | 6625.04%-6625.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $5,523 | $1,769+212.2% | $2,266+143.8% | $1,899+190.9% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $140 | $79+77.5% | $4,821-97.1% | $91+54.1% |