Filed April 3, 2017 (most recent of 9 filings on file)
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 | $28,625 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,120 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,193 | $75,284-65.2% | $91,001-71.2% | $69,631-62.4% |
| Participation rate | 78.6% | 80.4%-1.8pp | 75.6%+3.0pp | 70.7%+7.9pp |
| Annual return | 18.01% | 48.40%-30.4pp | 4.60%+13.4pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,145 | $2,473-53.7% | $2,456-53.4% | $2,032-43.7% |
| Participant deferral / active EE | $1,970 | $3,700-46.8% | $3,547-44.5% | $3,224-38.9% |
| Admin fee / account holder | $23 | $111-79.1% | $5,417-99.6% | $110-79.1% |