Filed June 13, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,895 |
LPL FINANCIAL1 year Filed as: LPL Service code 49 | Other Services | $17,604 |
PRIME BENEFITS, INC.1 year Filed as: PRIME BENEFITS, INC Service code 13 · EIN 52-2204662 | Contract Administrator | $4,083 |
PRIME BENEFITS, INC.1 year Service code 13 | Contract Administrator | $1,994 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 49 · EIN 95-2834236 | Other Services | $0 |
Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INCORPRATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,615 | $105,181-61.4% | $159,436-74.5% | $85,850-52.7% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.8%+0.9pp | 69.3%+14.4pp |
| Annual return | 14.73% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,430 | $3,318-56.9% | $4,829-70.4% | $2,565-44.3% |
| Participant deferral / active EE | $4,239 | $5,945-28.7% | $7,352-42.3% | $3,952+7.3% |
| Admin fee / account holder | $293 | $6,933-95.8% | $10,799-97.3% | $6,260-95.3% |