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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $73,658 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $638 |
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 | $105,873 | $64,909+63.1% | $82,313+28.6% | $62,292+70.0% |
| Participation rate | 99.2% | 74.9%+24.3pp | 76.9%+22.3pp | 69.5%+29.7pp |
| Annual return | 14.23% | 21.18%-7.0pp | 25.88%-11.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,046 | $1,676-37.6% | $2,428-56.9% | $2,042-48.8% |
| Participant deferral / active EE | $2,719 | $3,103-12.4% | $3,706-26.6% | $3,169-14.2% |
| Admin fee / account holder | $2 | $440-99.4% | $5,608-100.0% | $479-99.5% |