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 | $120,566 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $13,156 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,524 | $82,917-23.4% | $103,333-38.5% | $77,643-18.2% |
| Participation rate | 90.4% | 71.6%+18.8pp | 74.5%+15.8pp | 70.6%+19.8pp |
| Annual return | 34.87% | 19.13%+15.7pp | 24.88%+10.0pp | 31.24%+3.6pp |
| Employer contribution / active EE | $3,733 | $3,552+5.1% | $3,868-3.5% | $2,726+37.0% |
| Participant deferral / active EE | $6,963 | $4,108+69.5% | $5,057+37.7% | $4,647+49.8% |
| Admin fee / account holder | $330 | $638-48.2% | $8,355-96.0% | $430-23.3% |