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 FINANCIAL4 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $150,123 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $111,251 |
QDRO CONSULTANTS COMPANY, LLC7+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
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 | $88,491 | $78,275+13.1% | $109,143-18.9% | $86,799+1.9% |
| Participation rate | 91.9% | 73.8%+18.1pp | 75.9%+16.0pp | 72.3%+19.6pp |
| Annual return | 13.29% | 19.14%-5.9pp | 25.75%-12.5pp | 97.91%-84.6pp |
| Employer contribution / active EE | $2,193 | $3,105-29.4% | $3,722-41.1% | $2,405-8.8% |
| Participant deferral / active EE | $4,559 | $3,641+25.2% | $4,653-2.0% | $4,131+10.4% |
| Admin fee / account holder | $294 | $198+48.1% | $6,752-95.6% | $170+73.4% |