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 FINANCIAL4 years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $52,765 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,213 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,729 | $54,193+56.3% | $93,606-9.5% | $77,643+9.1% |
| Participation rate | 98.0% | 63.9%+34.0pp | 68.7%+29.2pp | 70.6%+27.4pp |
| Annual return | 11.46% | 30.54%-19.1pp | 133.20%-121.7pp | 31.24%-19.8pp |
| Employer contribution / active EE | $1,955 | $1,168+67.3% | $2,420-19.2% | $2,726-28.3% |
| Participant deferral / active EE | $5,536 | $3,144+76.1% | $4,411+25.5% | $4,647+19.1% |
| Admin fee / account holder | $233 | $576-59.4% | $8,285-97.2% | $430-45.8% |