Filed April 4, 2018 (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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $98,983 |
DANNIBLE & MCKEE, LLP1+ years Service code 10 221 SOUTH WARREN STREET · SYRACUSE, NY 13202 | Accounting | $2,500 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO LLC Service code 15 3071 PEARL ROAD · MEDINA, OH 44256 | Recordkeeping | $600 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $519 |
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 | $58,113 | $50,498+15.1% | $75,781-23.3% | $55,191+5.3% |
| Participation rate | 91.1% | 69.4%+21.6pp | 75.8%+15.2pp | 69.2%+21.9pp |
| Annual return | -1.46% | 1.80%-3.3pp | 9.68%-11.1pp | 10.78%-12.2pp |
| Employer contribution / active EE | $1,743 | $2,291-23.9% | $3,323-47.6% | $1,899-8.2% |
| Participant deferral / active EE | $3,186 | $2,589+23.0% | $3,651-12.8% | $3,046+4.6% |
| Admin fee / account holder | $6 | $123-95.1% | $5,299-99.9% | $91-93.4% |