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 FINANCIAL7 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $148,232 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,819 |
DANNIBLE & MCKEE, LLP10+ years Service code 10 221 SOUTH WARREN STREET · SYRACUSE, NY 13202 | Accounting | $15,500 |
QDRO CONSULTANTS COMPANY, LLC10+ 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 | $90,084 | $82,917+8.6% | $103,333-12.8% | $77,643+16.0% |
| Participation rate | 95.7% | 71.6%+24.1pp | 74.5%+21.2pp | 70.6%+25.1pp |
| Annual return | 14.33% | 19.13%-4.8pp | 24.88%-10.6pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,711 | $3,552-23.7% | $3,868-29.9% | $2,726-0.6% |
| Participant deferral / active EE | $5,101 | $4,108+24.2% | $5,057+0.9% | $4,647+9.8% |
| Admin fee / account holder | $222 | $638-65.3% | $8,355-97.3% | $430-48.5% |