Filed September 24, 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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $19,882 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,667 |
CONTAINER GRAPHICS CORP1 year Filed as: CONTAINER GRAPHICS CORP. Service code 38 · EIN 34-0868051 | Participant Communication | $5,978 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,354 | $85,135+37.8% | $98,907+18.7% | $73,409+59.9% |
| Participation rate | 82.1% | 81.1%+0.9pp | 76.0%+6.0pp | 72.2%+9.9pp |
| Annual return | 14.71% | 19.14%-4.4pp | 196.43%-181.7pp | 59.29%-44.6pp |
| Employer contribution / active EE | $518 | $2,721-81.0% | $2,689-80.8% | $2,234-76.8% |
| Participant deferral / active EE | $3,873 | $4,349-11.0% | $4,244-8.8% | $3,805+1.8% |
| Admin fee / account holder | $22 | $139-84.2% | $6,642-99.7% | $158-86.1% |