Filed May 19, 2020
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 7-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 Service code 26 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Participants) | $44,447 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,137 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,657 | $82,978-18.5% | $129,995-48.0% | $71,457-5.3% |
| Participation rate | 90.0% | 74.1%+15.9pp | 78.5%+11.5pp | 67.9%+22.1pp |
| Annual return | 17.40% | 20.60%-3.2pp | -137.18%+154.6pp | 28.85%-11.4pp |
| Employer contribution / active EE | $3,456 | $2,622+31.8% | $4,320-20.0% | $2,588+33.5% |
| Participant deferral / active EE | $4,085 | $4,432-7.8% | $5,820-29.8% | $4,289-4.8% |
| Admin fee / account holder | $230 | $1,729-86.7% | $10,614-97.8% | $1,587-85.5% |