Filed January 23, 2023 (most recent of 2 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 64 · EIN 71-0294708 | Recordkeeping Fees | $156,002 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $133,139 |
Filed as: INVEST FINANCIAL CORP Service code 55 2440 SANDY PLAINS RD BLDG 23 · MARIETTA, GA 30066 | Other Commissions | $26,394 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,992 | $45,382-5.3% | $154,107-72.1% | $75,289-42.9% |
| Participation rate | 94.4% | 65.9%+28.5pp | 83.0%+11.3pp | 72.4%+21.9pp |
| Annual return | -2.25% | -0.47%-1.8pp | 735.12%-737.4pp | -0.04%-2.2pp |
| Employer contribution / active EE | $552 | $1,533-64.0% | $5,298-89.6% | $2,405-77.0% |
| Participant deferral / active EE | $523 | $2,384-78.1% | $5,081-89.7% | $3,739-86.0% |
| Admin fee / account holder | $72 | $89-19.3% | $13,411-99.5% | $102-29.5% |