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 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $34,400 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $10,705 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,624 |
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 | $97,299 | $71,802+35.5% | $133,980-27.4% | $57,658+68.8% |
| Participation rate | 96.2% | 85.5%+10.7pp | 87.1%+9.1pp | 70.2%+26.0pp |
| Annual return | 7.62% | 13.51%-5.9pp | 29.30%-21.7pp | 5.13%+2.5pp |
| Employer contribution / active EE | $2,018 | $3,161-36.2% | $5,211-61.3% | $1,974+2.2% |
| Participant deferral / active EE | $4,210 | $4,606-8.6% | $6,282-33.0% | $3,061+37.5% |
| Admin fee / account holder | $21 | $88-75.9% | $9,324-99.8% | $95-77.6% |