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 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $24,574 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,925 |
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 | $32,509 | $63,905-49.1% | $74,183-56.2% | $57,658-43.6% |
| Participation rate | 95.0% | 79.8%+15.3pp | 76.6%+18.4pp | 70.2%+24.8pp |
| Annual return | 8.94% | 60.60%-51.7pp | 17.74%-8.8pp | 5.13%+3.8pp |
| Employer contribution / active EE | $2,716 | $1,840+47.6% | $2,370+14.6% | $1,974+37.6% |
| Participant deferral / active EE | $4,624 | $3,448+34.1% | $3,550+30.3% | $3,061+51.1% |
| Admin fee / account holder | $72 | $91-20.9% | $5,586-98.7% | $95-23.8% |