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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $149,947 |
Service code 64 · EIN 71-0294705 | Recordkeeping Fees | $133,566 |
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 | $35,132 | $47,456-26.0% | $172,739-79.7% | $77,787-54.8% |
| Participation rate | 82.4% | 66.3%+16.1pp | 82.6%-0.3pp | 73.2%+9.1pp |
| Annual return | 22.61% | 35.57%-13.0pp | 802.84%-780.2pp | 32.57%-10.0pp |
| Employer contribution / active EE | $1,565 | $1,574-0.5% | $5,143-69.6% | $2,504-37.5% |
| Participant deferral / active EE | $2,285 | $2,560-10.7% | $5,198-56.0% | $3,967-42.4% |
| Admin fee / account holder | $57 | $81-30.0% | $13,954-99.6% | $100-43.4% |