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 6-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 LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,300 |
Service code 10 · EIN 94-3211753 | Accounting | $9,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,318 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,543 | $73,404+71.0% | $87,100+44.1% | $67,579+85.8% |
| Participation rate | 92.6% | 80.9%+11.7pp | 76.9%+15.7pp | 71.3%+21.3pp |
| Annual return | 33.99% | 48.29%-14.3pp | 28.19%+5.8pp | 378.56%-344.6pp |
| Employer contribution / active EE | $2,820 | $2,014+40.0% | $2,521+11.8% | $2,148+31.3% |
| Participant deferral / active EE | $13,973 | $3,913+257.1% | $4,049+245.1% | $3,539+294.8% |
| Admin fee / account holder | $9 | $142-93.3% | $7,497-99.9% | $142-93.3% |