Filed August 10, 2018 (most recent of 3 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 9-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 15 · EIN 35-0145825 | Recordkeeping | $14,359 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 16 · EIN 04-3046611 | Consulting | $10,944 |
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 | $35,928 | $53,901-33.3% | $134,143-73.2% | $73,488-51.1% |
| Participation rate | 72.9% | 62.8%+10.1pp | 72.2%+0.7pp | 70.7%+2.2pp |
| Annual return | 18.82% | 15.82%+3.0pp | 36.33%-17.5pp | 28.51%-9.7pp |
| Employer contribution / active EE | $2,220 | $1,458+52.3% | $3,704-40.1% | $2,270-2.2% |
| Participant deferral / active EE | $3,173 | $2,739+15.8% | $3,499-9.3% | $3,740-15.2% |
| Admin fee / account holder | $81 | $581-86.1% | $6,684-98.8% | $513-84.2% |