Filed December 18, 2015
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $369,612 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $95,833 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,137 | $106,087+5.7% | $86,677+29.4% | $78,044+43.7% |
| Participation rate | 99.2% | 89.6%+9.6pp | 76.6%+22.6pp | 74.4%+24.7pp |
| Annual return | -14.81% | -14.87%+0.1pp | 35.91%-50.7pp | 10.87%-25.7pp |
| Employer contribution / active EE | $4,820 | $4,110+17.3% | $2,836+69.9% | $3,125+54.3% |
| Participant deferral / active EE | $10,659 | $6,851+55.6% | $4,656+128.9% | $5,084+109.6% |
| Admin fee / account holder | $49 | $81-39.5% | $7,493-99.3% | $79-37.7% |