Filed July 17, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $56,264 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,051 |
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 | $60,401 | $54,320+11.2% | $67,652-10.7% | $52,331+15.4% |
| Participation rate | 97.8% | 73.6%+24.2pp | 75.7%+22.2pp | 68.1%+29.7pp |
| Annual return | 0.12% | 6.81%-6.7pp | 6625.04%-6624.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,721 | $1,544+11.5% | $2,266-24.0% | $1,882-8.5% |
| Participant deferral / active EE | $7,676 | $2,950+160.2% | $3,560+115.6% | $3,022+154.0% |
| Admin fee / account holder | $229 | $527-56.5% | $4,821-95.2% | $592-61.3% |