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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 99 · EIN 04-3046611 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,127 | $29,548-18.3% | $56,411-57.2% | $77,643-68.9% |
| Participation rate | 13.5% | 32.7%-19.2pp | 52.5%-38.9pp | 70.6%-57.1pp |
| Annual return | 12.87% | 19.01%-6.1pp | 1701.33%-1688.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $50 | $568-91.2% | $1,039-95.2% | $2,726-98.2% |
| Participant deferral / active EE | $352 | $1,061-66.8% | $1,952-82.0% | $4,647-92.4% |
| Admin fee / account holder | $50 | $1,046-95.3% | $2,829-98.2% | $430-88.5% |