Filed July 24, 2020 (most recent of 4 filings on file)
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 | $28,913 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,653 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,421 | $73,638-60.0% | $95,952-69.3% | $73,488-60.0% |
| Participation rate | 79.6% | 76.2%+3.4pp | 77.1%+2.5pp | 70.7%+8.9pp |
| Annual return | 15.45% | 16.78%-1.3pp | 91.61%-76.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $673 | $1,863-63.9% | $2,541-73.5% | $2,270-70.4% |
| Participant deferral / active EE | $3,182 | $3,617-12.0% | $4,167-23.6% | $3,740-14.9% |
| Admin fee / account holder | $258 | $482-46.4% | $6,795-96.2% | $513-49.7% |