Filed February 20, 2024 (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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $11,310 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,962 | $58,083-55.3% | $80,019-67.6% | $56,287-53.9% |
| Participation rate | 46.6% | 73.6%-27.0pp | 75.8%-29.3pp | 69.9%-23.3pp |
| Annual return | -6.53% | 34.61%-41.1pp | 11.22%-17.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $958 | $1,932-50.4% | $2,468-61.2% | $2,111-54.6% |
| Participant deferral / active EE | $1,898 | $3,135-39.5% | $3,686-48.5% | $3,350-43.3% |
| Admin fee / account holder | $18 | $623-97.1% | $6,521-99.7% | $521-96.5% |