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 FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 4240 PHILIPS FARM RD STE 103 · COLUMBIA, MO 65201 | Advisory (Plan) | $27,540 |
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $3,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,580 | $37,196-33.9% | $154,107-84.1% | $55,725-55.9% |
| Participation rate | 65.2% | 64.1%+1.1pp | 83.0%-17.9pp | 70.9%-5.7pp |
| Annual return | 13.08% | 1319.68%-1306.6pp | 735.12%-722.0pp | 244.93%-231.9pp |
| Employer contribution / active EE | $1,574 | $1,614-2.5% | $5,298-70.3% | $2,078-24.3% |
| Participant deferral / active EE | $3,540 | $2,068+71.2% | $5,081-30.3% | $3,356+5.5% |
| Admin fee / account holder | $157 | $102+54.2% | $13,411-98.8% | $115+36.0% |