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 | $39,723 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,833 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,384 | $65,435-50.5% | $86,677-62.6% | $66,914-51.6% |
| Participation rate | 90.6% | 75.5%+15.1pp | 76.6%+14.0pp | 69.8%+20.8pp |
| Annual return | -12.00% | -10.89%-1.1pp | 35.91%-47.9pp | 1.58%-13.6pp |
| Employer contribution / active EE | $1,231 | $2,153-42.8% | $2,836-56.6% | $2,544-51.6% |
| Participant deferral / active EE | $3,868 | $4,100-5.7% | $4,656-16.9% | $4,237-8.7% |
| Admin fee / account holder | $265 | $642-58.7% | $7,493-96.5% | $593-55.4% |