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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $42,169 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
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 | $51,896 | $73,404-29.3% | $87,100-40.4% | $67,579-23.2% |
| Participation rate | 95.3% | 80.9%+14.4pp | 76.9%+18.4pp | 71.3%+24.0pp |
| Annual return | 22.50% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $3,182 | $2,014+58.0% | $2,521+26.2% | $2,148+48.1% |
| Participant deferral / active EE | $5,135 | $3,913+31.3% | $4,049+26.8% | $3,539+45.1% |
| Admin fee / account holder | $104 | $142-26.2% | $7,497-98.6% | $142-26.6% |