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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $6,574 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,548 |
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 | $94,874 | $57,108+66.1% | $94,224+0.7% | $52,331+81.3% |
| Participation rate | 91.2% | 72.9%+18.2pp | 78.8%+12.4pp | 68.1%+23.0pp |
| Annual return | -0.63% | 1.47%-2.1pp | 10.68%-11.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,465 | $1,735-15.6% | $3,587-59.2% | $1,882-22.2% |
| Participant deferral / active EE | $5,618 | $3,040+84.8% | $4,320+30.1% | $3,022+85.9% |
| Admin fee / account holder | $13 | $546-97.5% | $6,269-99.8% | $592-97.7% |