Filed December 27, 2017 (most recent of 5 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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,994 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,490 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,540 | $68,413-20.3% | $123,104-55.7% | $55,191-1.2% |
| Participation rate | 99.2% | 84.5%+14.7pp | 86.8%+12.5pp | 69.2%+30.1pp |
| Annual return | 0.31% | 6.30%-6.0pp | 13.22%-12.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $4,444 | $3,050+45.7% | $5,151-13.7% | $1,899+134.1% |
| Participant deferral / active EE | $3,028 | $4,490-32.6% | $6,230-51.4% | $3,046-0.6% |
| Admin fee / account holder | $29 | $88-66.9% | $9,015-99.7% | $91-68.0% |