See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $46,718 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,384 |
Form 5500 reported that benefits due were not provided when due.
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 | $23,565 | $37,196-36.6% | $154,107-84.7% | $55,725-57.7% |
| Participation rate | 90.9% | 64.1%+26.8pp | 83.0%+7.9pp | 70.9%+20.1pp |
| Annual return | -2.24% | 1319.68%-1321.9pp | 735.12%-737.4pp | 244.93%-247.2pp |
| Employer contribution / active EE | $1,328 | $1,614-17.7% | $5,298-74.9% | $2,078-36.1% |
| Participant deferral / active EE | $2,945 | $2,068+42.4% | $5,081-42.0% | $3,356-12.2% |
| Admin fee / account holder | $61 | $102-39.7% | $13,411-99.5% | $115-46.8% |