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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $44,538 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,178 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,942 | $91,762-70.6% | $67,502-60.1% | $77,643-65.3% |
| Participation rate | 72.2% | 75.9%-3.7pp | 72.9%-0.7pp | 70.6%+1.6pp |
| Annual return | 12.14% | 14.87%-2.7pp | 3512.12%-3500.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,933 | $3,181-39.2% | $2,731-29.2% | $2,726-29.1% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $68 | $176-61.5% | $3,998-98.3% | $430-84.3% |