Filed March 28, 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 6-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 RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,288 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,445 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,916 | $50,199-88.2% | $70,092-91.6% | $66,914-91.2% |
| Participation rate | 97.8% | 66.3%+31.5pp | 70.5%+27.4pp | 69.8%+28.0pp |
| Annual return | -17.21% | -13.85%-3.4pp | 190.73%-207.9pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,568 | $1,864-15.9% | $2,559-38.7% | $2,544-38.4% |
| Participant deferral / active EE | $2,655 | $3,112-14.7% | $3,849-31.0% | $4,237-37.3% |
| Admin fee / account holder | $29 | $600-95.1% | $6,267-99.5% | $593-95.0% |