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 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $117,521 |
DANNIBLE & MCKEE, LLP4+ years Service code 10 221 SOUTH WARREN STREET · SYRACUSE, NY 13202 | Accounting | $13,495 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $850 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $60,779 | $56,443+7.7% | $83,848-27.5% | $55,725+9.1% |
| Participation rate | 93.5% | 72.0%+21.5pp | 76.1%+17.4pp | 70.9%+22.6pp |
| Annual return | -4.50% | 393.67%-398.2pp | 850.88%-855.4pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,759 | $2,682-34.4% | $3,631-51.5% | $2,078-15.3% |
| Participant deferral / active EE | $4,042 | $2,965+36.3% | $4,082-1.0% | $3,356+20.4% |
| Admin fee / account holder | $155 | $156-0.7% | $5,478-97.2% | $115+34.7% |