Filed March 2, 2022
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $370,840 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $41,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,147 | $89,274-76.3% | $149,718-85.9% | $77,958-72.9% |
| Participation rate | 96.5% | 87.6%+8.9pp | 87.1%+9.5pp | 71.6%+24.9pp |
| Annual return | 31.03% | 20.36%+10.7pp | 1501.63%-1470.6pp | 20.87%+10.2pp |
| Employer contribution / active EE | $3,737 | $3,727+0.3% | $5,445-31.4% | $2,310+61.7% |
| Participant deferral / active EE | $4,313 | $5,382-19.9% | $6,569-34.3% | $3,537+22.0% |
| Admin fee / account holder | $85 | $240-64.7% | $11,283-99.2% | $97-13.0% |