Filed October 30, 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 | $29,432 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $1,368 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,311 | $63,114-28.2% | $92,893-51.2% | $65,185-30.5% |
| Participation rate | 64.9% | 68.8%-3.9pp | 76.0%-11.1pp | 70.2%-5.3pp |
| Annual return | 6.87% | 28.75%-21.9pp | 109.41%-102.5pp | 29.38%-22.5pp |
| Employer contribution / active EE | $2,252 | $2,571-12.4% | $3,653-38.4% | $2,177+3.5% |
| Participant deferral / active EE | $4,360 | $3,108+40.3% | $4,236+2.9% | $3,514+24.1% |
| Admin fee / account holder | $228 | $624-63.4% | $5,794-96.1% | $847-73.1% |