Filed December 9, 2015 (most recent of 4 filings on file)
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 |
|---|---|---|
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $83,117 |
LPL FINANCIAL1+ years Service code 16 · EIN 04-3046611 | Consulting | $47,389 |
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 | $87,339 | $63,964+36.5% | $147,614-40.8% | $67,505+29.4% |
| Participation rate | 88.7% | 68.6%+20.1pp | 84.6%+4.1pp | 71.2%+17.5pp |
| Annual return | 1.49% | 9.05%-7.6pp | 61.98%-60.5pp | 6.52%-5.0pp |
| Employer contribution / active EE | $3,895 | $1,618+140.7% | $5,564-30.0% | $2,173+79.3% |
| Participant deferral / active EE | $3,792 | $2,589+46.5% | $4,895-22.5% | $3,597+5.4% |
| Admin fee / account holder | $18 | $43-58.6% | $11,611-99.8% | $56-68.4% |