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 FINANCIAL5 years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $59,256 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,970 |
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 | $99,241 | $66,098+50.1% | $101,794-2.5% | $74,304+33.6% |
| Participation rate | 97.8% | 53.8%+44.0pp | 69.2%+28.6pp | 60.3%+37.4pp |
| Annual return | 16.36% | 19.59%-3.2pp | 30.53%-14.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,881 | $1,082+166.4% | $2,289+25.9% | $2,241+28.5% |
| Participant deferral / active EE | $8,128 | $2,781+192.3% | $4,084+99.0% | $3,767+115.8% |
| Admin fee / account holder | $275 | $4,146-93.4% | $8,777-96.9% | $2,969-90.7% |