Filed December 14, 2018 (most recent of 2 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 FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $32,612 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $11,521 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,272 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,597 | $68,413+35.3% | $123,104-24.8% | $55,191+67.8% |
| Participation rate | 97.7% | 84.5%+13.2pp | 86.8%+11.0pp | 69.2%+28.6pp |
| Annual return | -0.51% | 6.30%-6.8pp | 13.22%-13.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,838 | $3,050-39.7% | $5,151-64.3% | $1,899-3.2% |
| Participant deferral / active EE | $4,137 | $4,490-7.9% | $6,230-33.6% | $3,046+35.8% |
| Admin fee / account holder | $19 | $88-77.9% | $9,015-99.8% | $91-78.6% |