Filed June 17, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC-RPCP Service code 16 · EIN 95-2834236 | Consulting | $97,530 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,716 |
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 | $74,930 | $57,921+29.4% | $84,750-11.6% | $57,658+30.0% |
| Participation rate | 95.7% | 72.9%+22.8pp | 76.6%+19.1pp | 70.2%+25.5pp |
| Annual return | 7.92% | 10.24%-2.3pp | 22.78%-14.9pp | 5.13%+2.8pp |
| Employer contribution / active EE | $1,789 | $2,598-31.1% | $3,574-49.9% | $1,974-9.3% |
| Participant deferral / active EE | $6,888 | $2,742+151.2% | $3,712+85.6% | $3,061+125.1% |
| Admin fee / account holder | $163 | $130+26.0% | $5,332-96.9% | $95+72.9% |