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 |
|---|---|---|
LPL FINANCIAL1 year Service code 16 · EIN 95-2834236 | Consulting | $30,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,966 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,897 | $100,227-11.3% | $169,993-47.7% | $74,419+19.5% |
| Participation rate | 98.6% | 87.3%+11.2pp | 87.0%+11.6pp | 70.7%+27.8pp |
| Annual return | 23.61% | 66.08%-42.5pp | 53.37%-29.8pp | 34.38%-10.8pp |
| Employer contribution / active EE | $8,189 | $4,263+92.1% | $6,785+20.7% | $2,637+210.5% |
| Participant deferral / active EE | $6,745 | $7,143-5.6% | $10,408-35.2% | $4,528+49.0% |
| Admin fee / account holder | $56 | $234-76.2% | $12,815-99.6% | $348-83.9% |