Filed April 24, 2017
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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $15,482 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,579 | $39,898-35.9% | $121,196-78.9% | $55,725-54.1% |
| Participation rate | 63.1% | 61.2%+1.8pp | 71.7%-8.7pp | 70.9%-7.8pp |
| Annual return | -7.29% | -0.96%-6.3pp | 16.93%-24.2pp | 244.93%-252.2pp |
| Employer contribution / active EE | $886 | $1,295-31.6% | $4,022-78.0% | $2,078-57.4% |
| Participant deferral / active EE | $2,487 | $2,439+2.0% | $3,344-25.6% | $3,356-25.9% |
| Admin fee / account holder | $24 | $95-74.9% | $5,019-99.5% | $115-79.3% |