Filed October 30, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $153,241 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,975 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,869 | $95,880-32.3% | $107,525-39.7% | $85,563-24.2% |
| Participation rate | 94.2% | 70.1%+24.0pp | 75.1%+19.1pp | 66.0%+28.2pp |
| Annual return | 35.24% | 68.06%-32.8pp | 181.32%-146.1pp | 31.51%+3.7pp |
| Employer contribution / active EE | $3,778 | $3,812-0.9% | $3,754+0.7% | $2,654+42.4% |
| Participant deferral / active EE | $7,225 | $4,201+72.0% | $5,116+41.2% | $4,375+65.1% |
| Admin fee / account holder | $280 | $1,025-72.7% | $8,919-96.9% | $834-66.4% |