Filed May 28, 2026 (most recent of 5 filings on file)
Total covered: 32 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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $8,088 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · DAN DIEGO, CA 92121 | Other Commissions | $7,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,744 | $89,739-46.8% | $149,718-68.1% | $62,292-23.4% |
| Participation rate | 66.4% | 85.1%-18.7pp | 87.1%-20.7pp | 69.5%-3.1pp |
| Annual return | 18.46% | 21.01%-2.5pp | 1501.63%-1483.2pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,326 | $3,233-59.0% | $5,445-75.6% | $2,042-35.1% |
| Participant deferral / active EE | $2,075 | $4,797-56.7% | $6,569-68.4% | $3,169-34.5% |
| Admin fee / account holder | $53 | $551-90.3% | $11,283-99.5% | $479-88.9% |