Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINACIAL Service code 55 | Other Commissions | $54,910 |
FINANCIAL ADVOCATES1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MANG Service code 99 | Other Fees | $21,774 |
Filed as: TRUE CONSULTANTS Service code 49 | Other Services | $20,651 |
FINANCIAL ADVOCATES1 year Service code 99 · EIN 27-0435466 400 - 112TH NE, SUITE 200 · BELLEVUE, WA 98004 | Other Fees | $0 |
LPL FINANCIAL2 years Service code 55 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
TRUECONSULTANTS1 year Service code 49 P.O BOX 1650 · ISSAQUAH, WA 98027 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,137 | $155,795-20.3% | $136,298-8.9% | $69,631+78.3% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 70.7%+17.9pp |
| Annual return | 21.49% | 232464.33%-232442.8pp | 5156.27%-5134.8pp | 27571.02%-27549.5pp |
| Employer contribution / active EE | $2,794 | $2,991-6.6% | $4,696-40.5% | $2,032+37.5% |
| Participant deferral / active EE | $8,833 | $5,394+63.8% | $6,247+41.4% | $3,224+174.0% |
| Admin fee / account holder | $5 | $128-95.9% | $9,244-99.9% | $110-95.2% |