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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC- RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $14,780 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $20,415 | $57,976-64.8% | $62,995-67.6% | $62,292-67.2% |
| Participation rate | 55.7% | 75.9%-20.2pp | 74.8%-19.1pp | 69.5%-13.8pp |
| Annual return | 19.38% | 17.54%+1.8pp | 87.57%-68.2pp | 28.90%-9.5pp |
| Employer contribution / active EE | $1,005 | $2,415-58.4% | $2,759-63.6% | $2,042-50.8% |
| Participant deferral / active EE | $1,409 | $2,956-52.3% | $3,329-57.7% | $3,169-55.6% |
| Admin fee / account holder | $228 | $276-17.2% | $3,600-93.7% | $479-52.3% |