Filed May 4, 2021 (most recent of 5 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,138 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
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 | $37,735 | $68,413-44.8% | $123,104-69.3% | $55,191-31.6% |
| Participation rate | 94.2% | 84.5%+9.7pp | 86.8%+7.5pp | 69.2%+25.1pp |
| Annual return | 2.30% | 6.30%-4.0pp | 13.22%-10.9pp | 10.78%-8.5pp |
| Employer contribution / active EE | $1,903 | $3,050-37.6% | $5,151-63.1% | $1,899+0.2% |
| Participant deferral / active EE | $3,224 | $4,490-28.2% | $6,230-48.2% | $3,046+5.8% |
| Admin fee / account holder | $22 | $88-74.9% | $9,015-99.8% | $91-75.7% |