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 FINANCIAL5 years Filed as: LPL FINANCIAL RPCP Service code 53 · EIN 04-3046611 | Insurance Commissions | $45,924 |
ASCENSUS LLC5 years Filed as: ASCENSUS, LLC Service code 13 · EIN 11-3665754 | Contract Administrator | $16,159 |
Service code 13 · EIN 58-2055641 11720 AMBER PARK DRIVE, SUITE 150 · ALPHARETTA, GA 30009 | Contract Administrator | $8,310 |
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 | $134,366 | $91,407+47.0% | $135,903-1.1% | $71,457+88.0% |
| Participation rate | 90.3% | 75.7%+14.7pp | 81.9%+8.4pp | 67.9%+22.4pp |
| Annual return | 20.12% | 29.90%-9.8pp | 68.23%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $3,297 | $3,703-11.0% | $4,856-32.1% | $2,588+27.4% |
| Participant deferral / active EE | $10,011 | $7,092+41.2% | $7,758+29.0% | $4,289+133.4% |
| Admin fee / account holder | $366 | $1,266-71.1% | $10,762-96.6% | $1,587-77.0% |