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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $20,049 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,753 |
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 | $136,709 | $92,055+48.5% | $106,213+28.7% | $77,643+76.1% |
| Participation rate | 76.8% | 81.0%-4.3pp | 75.3%+1.5pp | 70.6%+6.2pp |
| Annual return | 12.55% | 17.91%-5.4pp | 116.14%-103.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $499 | $3,367-85.2% | $3,171-84.3% | $2,726-81.7% |
| Participant deferral / active EE | $4,048 | $5,386-24.8% | $5,016-19.3% | $4,647-12.9% |
| Admin fee / account holder | $43 | $219-80.4% | $11,033-99.6% | $430-90.0% |