Filed July 7, 2021
Total covered: 12 employees
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 LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $20,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,100 |
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 | $43,148 | $46,732-7.7% | $156,549-72.4% | $55,167-21.8% |
| Participation rate | 78.0% | 65.8%+12.2pp | 84.0%-6.0pp | 69.0%+9.0pp |
| Annual return | 7.78% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,242 | $2,105+6.5% | $5,501-59.2% | $1,963+14.2% |
| Participant deferral / active EE | $3,830 | $2,204+73.8% | $4,871-21.4% | $3,054+25.4% |
| Admin fee / account holder | $104 | $418-75.1% | $13,027-99.2% | $504-79.3% |