Filed November 30, 2018
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 9-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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $35,307 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,100 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,327 |
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 | $71,881 | $71,666+0.3% | $117,854-39.0% | $69,631+3.2% |
| Participation rate | 90.2% | 77.5%+12.6pp | 79.7%+10.5pp | 70.7%+19.5pp |
| Annual return | 10.00% | 18.86%-8.9pp | 335.08%-325.1pp | 27571.02%-27561.0pp |
| Employer contribution / active EE | $1,480 | $1,889-21.7% | $3,786-60.9% | $2,032-27.2% |
| Participant deferral / active EE | $3,808 | $3,340+14.0% | $4,482-15.0% | $3,224+18.1% |
| Admin fee / account holder | $36 | $120-70.4% | $8,020-99.6% | $110-67.8% |