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 |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $11,213 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,902 |
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 | $55,576 | $94,529-41.2% | $140,016-60.3% | $64,186-13.4% |
| Participation rate | 87.8% | 84.1%+3.7pp | 87.5%+0.3pp | 69.6%+18.2pp |
| Annual return | -0.12% | 7.77%-7.9pp | 651.12%-651.2pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,825 | $3,812-52.1% | $5,606-67.4% | $2,381-23.3% |
| Participant deferral / active EE | $3,013 | $5,250-42.6% | $6,927-56.5% | $3,470-13.2% |
| Admin fee / account holder | $98 | $6,741-98.5% | $10,705-99.1% | $4,888-98.0% |