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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $74,241 |
Service code 27 · EIN 38-2722519 | Advisory (Plan) | $26,491 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,743 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,913 | $99,078+8.9% | $96,544+11.8% | $74,419+45.0% |
| Participation rate | 94.9% | 80.7%+14.2pp | 76.0%+18.9pp | 70.7%+24.1pp |
| Annual return | 15.97% | 22.48%-6.5pp | 25.84%-9.9pp | 34.38%-18.4pp |
| Employer contribution / active EE | $3,282 | $2,570+27.7% | $2,965+10.7% | $2,637+24.4% |
| Participant deferral / active EE | $5,652 | $4,933+14.6% | $4,851+16.5% | $4,528+24.8% |
| Admin fee / account holder | $248 | $225+10.3% | $8,252-97.0% | $348-28.8% |