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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $14,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,452 |
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 | $41,858 | $70,908-41.0% | $98,907-57.7% | $73,488-43.0% |
| Participation rate | 44.5% | 73.8%-29.3pp | 76.0%-31.5pp | 70.7%-26.2pp |
| Annual return | 13.29% | 34.17%-20.9pp | 196.43%-183.1pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,153 | $2,036-43.4% | $2,689-57.1% | $2,270-49.2% |
| Participant deferral / active EE | $2,525 | $3,500-27.8% | $4,244-40.5% | $3,740-32.5% |
| Admin fee / account holder | $45 | $535-91.6% | $6,642-99.3% | $513-91.2% |