Filed January 19, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $59,837 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $55,165 |
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 | $87,048 | $95,880-9.2% | $107,525-19.0% | $85,563+1.7% |
| Participation rate | 76.8% | 70.1%+6.7pp | 75.1%+1.7pp | 66.0%+10.8pp |
| Annual return | 15.93% | 68.06%-52.1pp | 181.32%-165.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,284 | $3,812-66.3% | $3,754-65.8% | $2,654-51.6% |
| Participant deferral / active EE | $3,972 | $4,201-5.5% | $5,116-22.4% | $4,375-9.2% |
| Admin fee / account holder | $385 | $1,025-62.5% | $8,919-95.7% | $834-53.9% |