Filed September 29, 2017
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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,045 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,909 |
DMJ & CO., PLLC1 year Filed as: DMJ & CO. PLLC Service code 10 · EIN 56-0570567 | Accounting | $9,000 |
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 | $83,526 | $58,726+42.2% | $92,233-9.4% | $62,292+34.1% |
| Participation rate | 97.3% | 68.3%+29.0pp | 76.5%+20.9pp | 69.5%+27.8pp |
| Annual return | 17.64% | 43.62%-26.0pp | 176.28%-158.6pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,451 | $2,392-39.4% | $3,679-60.6% | $2,042-29.0% |
| Participant deferral / active EE | $5,482 | $2,766+98.2% | $3,897+40.7% | $3,169+73.0% |
| Admin fee / account holder | $194 | $556-65.1% | $5,194-96.3% | $479-59.4% |