Filed July 26, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 FINANCIAL2 years Service code 26 · EIN 95-2834236 | Advisory (Participants) | $137,721 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $131,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,002 | $53,136-7.8% | $155,509-68.5% | $199,593-75.4% |
| Participation rate | 80.8% | 64.1%+16.7pp | 78.2%+2.6pp | 72.0%+8.8pp |
| Annual return | 14.14% | 41.15%-27.0pp | 64.67%-50.5pp | 34.25%-20.1pp |
| Employer contribution / active EE | $984 | $1,851-46.8% | $4,672-78.9% | $3,034-67.6% |
| Participant deferral / active EE | $3,343 | $3,161+5.8% | $5,626-40.6% | $5,087-34.3% |
| Admin fee / account holder | $182 | $185-1.9% | $15,912-98.9% | $269-32.4% |