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-RPLP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $19,525 |
FROEHLING ANDERSON1 year Service code 49 · EIN 41-1384792 | Other Services | $5,603 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,052 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,693 | $58,828+18.5% | $77,999-10.6% | $62,891+10.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.36% | 17.16%-12.8pp | 425.96%-421.6pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,239 | $1,672-25.9% | $2,470-49.8% | $2,281-45.7% |
| Participant deferral / active EE | $5,441 | $2,686+102.6% | $3,497+55.6% | $3,203+69.9% |
| Admin fee / account holder | $111 | $4,393-97.5% | $5,480-98.0% | $4,296-97.4% |