Filed November 2, 2021 (most recent of 2 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 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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,030 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $16,575 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,461 | $74,089-57.5% | $133,980-76.5% | $55,167-43.0% |
| Participation rate | 79.1% | 84.3%-5.2pp | 87.1%-8.0pp | 69.0%+10.1pp |
| Annual return | 5.23% | 12.11%-6.9pp | 29.30%-24.1pp | 169.23%-164.0pp |
| Employer contribution / active EE | $2,582 | $3,064-15.7% | $5,211-50.5% | $1,963+31.6% |
| Participant deferral / active EE | $4,466 | $4,678-4.5% | $6,282-28.9% | $3,054+46.2% |
| Admin fee / account holder | $128 | $458-72.1% | $9,324-98.6% | $504-74.6% |