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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATIN Service code 55 | Other Commissions | $178,455 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $112,610 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $54,347 | $56,095-3.1% | $178,490-69.6% | $90,288-39.8% |
| Participation rate | 90.2% | 65.6%+24.6pp | 81.9%+8.3pp | 73.4%+16.8pp |
| Annual return | 12.21% | 28.81%-16.6pp | 151.07%-138.9pp | 53.97%-41.8pp |
| Employer contribution / active EE | $584 | $1,572-62.8% | $5,011-88.3% | $2,524-76.8% |
| Participant deferral / active EE | $581 | $2,669-78.2% | $5,202-88.8% | $4,232-86.3% |
| Admin fee / account holder | $58 | $101-42.6% | $13,984-99.6% | $114-49.3% |