Filed August 31, 2016 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 year Filed as: LPL FINANCIAL LLC -RPCP Service code 26 · EIN 95-2834236 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Participants) | $5,038 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,875 |
RANDALL & HURLEY, INC.6+ years Service code 15 · EIN 91-1661080 1328 N. WHITMAN LN · LIBERTY LAKE, WA 99019 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,112 | $52,293-82.6% | $178,490-94.9% | $73,409-87.6% |
| Participation rate | 68.5% | 65.3%+3.1pp | 81.9%-13.5pp | 72.2%-3.7pp |
| Annual return | 15.75% | 34.75%-19.0pp | 151.07%-135.3pp | 59.29%-43.5pp |
| Employer contribution / active EE | $1,916 | $1,735+10.4% | $5,011-61.8% | $2,234-14.2% |
| Participant deferral / active EE | $580 | $2,332-75.1% | $5,202-88.9% | $3,805-84.8% |
| Admin fee / account holder | $108 | $127-15.0% | $13,984-99.2% | $158-31.5% |