Filed December 21, 2016 (most recent of 2 filings on file)
Total covered: 6 employees
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 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,041 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,956 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,152 | $53,165+45.1% | $86,188-10.5% | $74,419+3.7% |
| Participation rate | 96.7% | 64.9%+31.9pp | 69.0%+27.8pp | 70.7%+26.0pp |
| Annual return | 16.50% | 22.64%-6.1pp | 1168.45%-1152.0pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,871 | $1,210+54.7% | $2,380-21.4% | $2,637-29.0% |
| Participant deferral / active EE | $5,264 | $3,234+62.8% | $3,985+32.1% | $4,528+16.3% |
| Admin fee / account holder | $209 | $551-62.1% | $6,852-97.0% | $348-40.0% |