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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC-RPCP Service code 16 · EIN 95-2834236 | Consulting | $112,572 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,591 |
Employer 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 | $90,651 | $60,545+49.7% | $92,233-1.7% | $69,631+30.2% |
| Participation rate | 89.2% | 72.2%+17.0pp | 76.5%+12.7pp | 70.7%+18.5pp |
| Annual return | 18.71% | 19.71%-1.0pp | 176.28%-157.6pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,679-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,917 | $2,828+144.6% | $3,897+77.5% | $3,224+114.6% |
| Admin fee / account holder | $177 | $145+22.5% | $5,194-96.6% | $110+60.6% |