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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $25,246 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
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 | $42,412 | $69,305-38.8% | $82,313-48.5% | $69,631-39.1% |
| Participation rate | 92.7% | 80.3%+12.4pp | 76.9%+15.8pp | 70.7%+22.0pp |
| Annual return | 18.28% | 21.47%-3.2pp | 25.88%-7.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $2,863 | $1,887+51.7% | $2,428+17.9% | $2,032+40.9% |
| Participant deferral / active EE | $4,576 | $3,568+28.2% | $3,706+23.5% | $3,224+41.9% |
| Admin fee / account holder | $71 | $97-26.7% | $5,608-98.7% | $110-35.5% |