Filed July 24, 2020 (most recent of 4 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,668 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,878 | $76,050-46.2% | $96,544-57.7% | $71,457-42.8% |
| Participation rate | 86.8% | 74.4%+12.4pp | 76.0%+10.8pp | 67.9%+18.9pp |
| Annual return | 18.66% | 22.81%-4.2pp | 25.84%-7.2pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,148 | $2,244-48.8% | $2,965-61.3% | $2,588-55.6% |
| Participant deferral / active EE | $3,566 | $4,215-15.4% | $4,851-26.5% | $4,289-16.9% |
| Admin fee / account holder | $282 | $2,707-89.6% | $8,252-96.6% | $1,587-82.3% |