See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $69,024 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $620 |
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 | $98,492 | $63,905+54.1% | $74,183+32.8% | $57,658+70.8% |
| Participation rate | 99.2% | 79.8%+19.4pp | 76.6%+22.6pp | 70.2%+29.0pp |
| Annual return | 6.37% | 60.60%-54.2pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,461 | $1,840-20.6% | $2,370-38.3% | $1,974-26.0% |
| Participant deferral / active EE | $2,593 | $3,448-24.8% | $3,550-27.0% | $3,061-15.3% |
| Admin fee / account holder | $2 | $91-97.5% | $5,586-100.0% | $95-97.6% |