Filed March 17, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $81,547 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $44,530 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,304 | $89,436-68.4% | $164,813-82.8% | $77,643-63.5% |
| Participation rate | 91.8% | 78.6%+13.2pp | 78.6%+13.2pp | 70.6%+21.3pp |
| Annual return | 11.75% | 28.83%-17.1pp | 69.93%-58.2pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,854 | $2,569+11.1% | $4,341-34.3% | $2,726+4.7% |
| Participant deferral / active EE | $4,390 | $4,897-10.3% | $6,031-27.2% | $4,647-5.5% |
| Admin fee / account holder | $278 | $339-18.0% | $12,690-97.8% | $430-35.3% |