Filed May 11, 2021
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 FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,277 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,265 |
Employer contribution per participant 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 | $93,667 | $89,652+4.5% | $141,162-33.6% | $65,185+43.7% |
| Participation rate | 83.2% | 74.7%+8.5pp | 82.5%+0.7pp | 70.2%+13.0pp |
| Annual return | 23.05% | 32.79%-9.7pp | 71.39%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $413 | $3,065-86.5% | $4,735-91.3% | $2,177-81.0% |
| Participant deferral / active EE | $7,879 | $5,691+38.5% | $6,709+17.4% | $3,514+124.2% |
| Admin fee / account holder | $223 | $569-60.8% | $10,261-97.8% | $847-73.7% |