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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $25,171 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,190 |
CONTAINER GRAPHICS CORP2 years Filed as: CONTAINER GRAPHICS CORP. Service code 38 · EIN 34-0868051 | Participant Communication | $5,030 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,283 | $93,131+43.1% | $106,548+25.1% | $86,799+53.6% |
| Participation rate | 83.6% | 81.4%+2.2pp | 76.1%+7.5pp | 72.3%+11.4pp |
| Annual return | 14.88% | 19.45%-4.6pp | 26.80%-11.9pp | 97.91%-83.0pp |
| Employer contribution / active EE | $534 | $2,895-81.6% | $2,819-81.1% | $2,405-77.8% |
| Participant deferral / active EE | $4,337 | $4,708-7.9% | $4,398-1.4% | $4,131+5.0% |
| Admin fee / account holder | $47 | $145-67.9% | $7,407-99.4% | $170-72.6% |