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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $23,238 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,762 |
CONTAINER GRAPHICS CORP3 years Filed as: CONTAINER GRAPHICS CORP. Service code 38 · EIN 34-0868051 | Participant Communication | $5,030 |
Filed as: WILSHIRE ADVISORS LLC 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 | $111,551 | $81,908+36.2% | $90,749+22.9% | $64,808+72.1% |
| Participation rate | 81.6% | 80.5%+1.1pp | 75.7%+5.9pp | 71.5%+10.1pp |
| Annual return | -16.60% | -12.53%-4.1pp | -12.16%-4.4pp | 32.82%-49.4pp |
| Employer contribution / active EE | $532 | $3,065-82.6% | $2,921-81.8% | $2,506-78.8% |
| Participant deferral / active EE | $4,166 | $4,840-13.9% | $4,564-8.7% | $4,310-3.4% |
| Admin fee / account holder | $27 | $157-82.7% | $8,445-99.7% | $188-85.6% |