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 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 27 · EIN 95-2834236 | Advisory (Plan) | $20,638 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,098 | $72,770-61.4% | $67,652-58.5% | $55,191-49.1% |
| Participation rate | 83.2% | 78.8%+4.4pp | 75.7%+7.5pp | 69.2%+14.0pp |
| Annual return | -0.61% | -3.26%+2.7pp | 6625.04%-6625.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,621 | $3,408+6.3% | $3,560+1.7% | $3,046+18.9% |
| Admin fee / account holder | $67 | $79-15.2% | $4,821-98.6% | $91-26.4% |