Filed October 27, 2014
Total covered: 120 employees
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 FINANCIAL1+ years Filed as: LPL FINANCIAL - RPCP Service code 70 · EIN 95-2834236 | Consulting Fees | $12,663 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,860 |
Annual investment return 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 | $59,162 | $62,324-5.1% | $68,509-13.6% | $55,191+7.2% |
| Participation rate | 96.7% | 78.9%+17.9pp | 74.7%+22.0pp | 69.2%+27.6pp |
| Annual return | -2.81% | 4.26%-7.1pp | 8.27%-11.1pp | 10.78%-13.6pp |
| Employer contribution / active EE | $3,709 | $2,223+66.9% | $2,278+62.9% | $1,899+95.4% |
| Participant deferral / active EE | $3,978 | $3,425+16.1% | $3,382+17.6% | $3,046+30.6% |
| Admin fee / account holder | $36 | $91-60.9% | $5,275-99.3% | $91-60.6% |