Filed May 26, 2017 (most recent of 2 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 |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $49,989 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,939 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,094 | $79,124-72.1% | $60,874-63.7% | $64,808-65.9% |
| Participation rate | 88.2% | 77.7%+10.5pp | 73.1%+15.1pp | 71.5%+16.8pp |
| Annual return | -14.52% | -7.13%-7.4pp | 16.90%-31.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $2,106 | $3,050-30.9% | $2,701-22.0% | $2,506-16.0% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $92 | $106-12.7% | $3,224-97.1% | $188-50.9% |