Filed June 29, 2017 (most recent of 2 filings on file)
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 FINANCIAL3+ years Service code 99 · EIN 04-3046611 | Other Fees | $16,257 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,528 | $42,548-7.1% | $74,550-47.0% | $56,287-29.8% |
| Participation rate | 55.6% | 60.5%-4.8pp | 69.1%-13.5pp | 69.9%-14.2pp |
| Annual return | -7.69% | 12.40%-20.1pp | 32.53%-40.2pp | -9.96%+2.3pp |
| Employer contribution / active EE | $522 | $855-39.0% | $1,961-73.4% | $2,111-75.3% |
| Participant deferral / active EE | $3,176 | $2,277+39.5% | $3,108+2.2% | $3,350-5.2% |
| Admin fee / account holder | $12 | $467-97.5% | $5,060-99.8% | $521-97.8% |