Filed December 15, 2015
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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 53 · EIN 04-3046611 | Insurance Commissions | $45,243 |
ASCENSUS LLC4 years Filed as: ASCENSUS, LLC Service code 13 · EIN 11-3665754 | Contract Administrator | $16,121 |
Service code 13 · EIN 58-2055641 11720 AMBER PARK DRIVE, SUITE 150 · ALPHARETTA, GA 30009 | Contract Administrator | $9,605 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,827 | $84,487+59.6% | $125,339+7.6% | $66,914+101.5% |
| Participation rate | 89.6% | 76.4%+13.2pp | 82.4%+7.3pp | 69.8%+19.8pp |
| Annual return | -15.61% | -8.39%-7.2pp | 572.05%-587.7pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,369 | $3,553-5.2% | $4,814-30.0% | $2,544+32.4% |
| Participant deferral / active EE | $10,807 | $6,781+59.4% | $7,446+45.1% | $4,237+155.1% |
| Admin fee / account holder | $613 | $685-10.6% | $10,010-93.9% | $593+3.3% |