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 FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $134,740 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,172 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,215 | $106,236-30.1% | $112,228-33.9% | $64,808+14.5% |
| Participation rate | 93.1% | 71.7%+21.4pp | 75.1%+18.0pp | 71.5%+21.6pp |
| Annual return | -12.57% | -6.02%-6.6pp | 27.45%-40.0pp | 32.82%-45.4pp |
| Employer contribution / active EE | $2,400 | $3,166-24.2% | $3,635-34.0% | $2,506-4.2% |
| Participant deferral / active EE | $4,524 | $3,785+19.5% | $4,728-4.3% | $4,310+5.0% |
| Admin fee / account holder | $267 | $452-41.0% | $6,410-95.8% | $188+42.0% |