Filed May 19, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,791 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC RPCP Service code 27 | Advisory (Plan) | $5,979 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $5,460 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,519 | $55,453-63.0% | $170,442-88.0% | $62,292-67.1% |
| Participation rate | 84.3% | 66.4%+18.0pp | 83.6%+0.7pp | 69.5%+14.8pp |
| Annual return | 31.47% | 21.38%+10.1pp | 205.93%-174.5pp | 28.90%+2.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,492 | $2,303+8.2% | $4,939-49.6% | $3,169-21.4% |
| Admin fee / account holder | $101 | $455-77.7% | $13,880-99.3% | $479-78.9% |