Filed January 27, 2016
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 | $119,580 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $109,127 |
Service code 55 5555 W GRANDE MARKET DR · APPLETON, WI 54913 | Other Commissions | $20,088 |
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 | $28,561 | $45,382-37.1% | $154,107-81.5% | $75,289-62.1% |
| Participation rate | 83.3% | 65.9%+17.4pp | 83.0%+0.2pp | 72.4%+10.8pp |
| Annual return | -4.08% | -0.47%-3.6pp | 735.12%-739.2pp | -0.04%-4.0pp |
| Employer contribution / active EE | $1,637 | $1,533+6.8% | $5,298-69.1% | $2,405-31.9% |
| Participant deferral / active EE | $2,421 | $2,384+1.6% | $5,081-52.3% | $3,739-35.2% |
| Admin fee / account holder | $54 | $89-39.3% | $13,411-99.6% | $102-47.0% |