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 FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $9,553 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $8,482 |
Annual investment return 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 | $71,577 | $109,359-34.5% | $162,163-55.9% | $72,985-1.9% |
| Participation rate | 81.6% | 84.3%-2.6pp | 87.6%-5.9pp | 69.5%+12.1pp |
| Annual return | 15.55% | 25.46%-9.9pp | 115.59%-100.0pp | 81.00%-65.5pp |
| Employer contribution / active EE | $1,865 | $3,907-52.3% | $5,614-66.8% | $2,440-23.6% |
| Participant deferral / active EE | $3,035 | $5,481-44.6% | $7,298-58.4% | $3,607-15.9% |
| Admin fee / account holder | $83 | $7,972-99.0% | $10,843-99.2% | $5,124-98.4% |