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 FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $173,534 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $109,856 |
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 | $38,764 | $56,095-30.9% | $178,490-78.3% | $90,288-57.1% |
| Participation rate | 75.9% | 65.6%+10.4pp | 81.9%-6.0pp | 73.4%+2.6pp |
| Annual return | 15.46% | 28.81%-13.4pp | 151.07%-135.6pp | 53.97%-38.5pp |
| Employer contribution / active EE | $1,489 | $1,572-5.3% | $5,011-70.3% | $2,524-41.0% |
| Participant deferral / active EE | $2,218 | $2,669-16.9% | $5,202-57.4% | $4,232-47.6% |
| Admin fee / account holder | $46 | $101-54.3% | $13,984-99.7% | $114-59.6% |