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 FINANCIAL6 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $130,300 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,284 |
DANNIBLE & MCKEE, LLP9+ years Service code 10 221 SOUTH WARREN STREET · SYRACUSE, NY 13202 | Accounting | $12,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,242 | $92,971-13.7% | $96,683-17.0% | $74,419+7.8% |
| Participation rate | 87.4% | 71.5%+15.8pp | 74.3%+13.0pp | 70.7%+16.6pp |
| Annual return | 14.02% | 37.49%-23.5pp | 35.69%-21.7pp | 34.38%-20.4pp |
| Employer contribution / active EE | $2,576 | $3,426-24.8% | $3,737-31.1% | $2,637-2.3% |
| Participant deferral / active EE | $4,858 | $3,970+22.4% | $4,878-0.4% | $4,528+7.3% |
| Admin fee / account holder | $188 | $633-70.2% | $6,730-97.2% | $348-45.9% |