Filed March 31, 2025 (most recent of 4 filings on file)
Total covered: 17 employees
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 | $35,308 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $80,886 | $25,302+219.7% | $74,701+8.3% | $67,579+19.7% |
| Participation rate | 44.2% | 37.8%+6.4pp | 54.5%-10.2pp | 71.3%-27.0pp |
| Annual return | 24.43% | 10291.17%-10266.7pp | 752.92%-728.5pp | 378.56%-354.1pp |
| Employer contribution / active EE | $817 | $446+83.0% | $1,084-24.6% | $2,148-62.0% |
| Participant deferral / active EE | $1,682 | $954+76.4% | $1,964-14.3% | $3,539-52.5% |
| Admin fee / account holder | $7 | $108-93.1% | $3,333-99.8% | $142-94.8% |