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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.
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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 · EIN 04-3046611 | Other Commissions | $108,504 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,267 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,156 | $47,634-5.2% | $90,404-50.1% | $90,288-50.0% |
| Participation rate | 53.4% | 67.5%-14.1pp | 72.7%-19.3pp | 73.4%-20.0pp |
| Annual return | 22.51% | 19.61%+2.9pp | 1293.02%-1270.5pp | 53.97%-31.5pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $5,902 | $2,824+109.0% | $3,963+48.9% | $4,232+39.5% |
| Admin fee / account holder | $28 | $106-73.2% | $5,611-99.5% | $114-75.1% |