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 FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $47,148 |
DANNIBLE & MCKEE, LLP5+ years Service code 10 221 SOUTH WARREN STREET · SYRACUSE, NY 13202 | Accounting | $13,495 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $68,938 | $66,601+3.5% | $92,893-25.8% | $67,579+2.0% |
| Participation rate | 93.2% | 72.5%+20.7pp | 76.0%+17.2pp | 71.3%+21.9pp |
| Annual return | 19.81% | 92.58%-72.8pp | 109.41%-89.6pp | 378.56%-358.7pp |
| Employer contribution / active EE | $1,857 | $2,775-33.1% | $3,653-49.2% | $2,148-13.6% |
| Participant deferral / active EE | $4,387 | $3,157+39.0% | $4,236+3.6% | $3,539+24.0% |
| Admin fee / account holder | $52 | $199-74.0% | $5,794-99.1% | $142-63.6% |