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 FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $14,896 |
Service code 55 1250 S CAPITAL OF TEXAS HWY BLDG · WEST LAKE HILLS, TX 78746 | Other Commissions | $7,772 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,196 |
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 | $52,830 | $46,072+14.7% | $70,014-24.5% | $55,167-4.2% |
| Participation rate | 89.8% | 67.5%+22.3pp | 71.8%+18.0pp | 69.0%+20.8pp |
| Annual return | 8.77% | 8.68%+0.1pp | 12.99%-4.2pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,085 | $1,500-27.7% | $2,338-53.6% | $1,963-44.7% |
| Participant deferral / active EE | $2,676 | $2,344+14.2% | $2,931-8.7% | $3,054-12.4% |
| Admin fee / account holder | $16 | $428-96.3% | $4,380-99.6% | $504-96.9% |