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 | $83,717 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $9,860 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,598 | $92,971-48.8% | $96,683-50.8% | $74,419-36.0% |
| Participation rate | 88.1% | 71.5%+16.5pp | 74.3%+13.7pp | 70.7%+17.4pp |
| Annual return | 17.42% | 37.49%-20.1pp | 35.69%-18.3pp | 34.38%-17.0pp |
| Employer contribution / active EE | $3,416 | $3,426-0.3% | $3,737-8.6% | $2,637+29.5% |
| Participant deferral / active EE | $6,151 | $3,970+54.9% | $4,878+26.1% | $4,528+35.8% |
| Admin fee / account holder | $266 | $633-58.0% | $6,730-96.1% | $348-23.6% |