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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC -RPCP Service code 26 · EIN 95-2834236 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Participants) | $18,744 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,088 |
RANDALL & HURLEY, INC.8+ 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.
Annual investment return 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 | $11,598 | $65,061-82.2% | $143,757-91.9% | $66,914-82.7% |
| Participation rate | 65.3% | 65.2%+0.1pp | 80.3%-15.0pp | 69.8%-4.5pp |
| Annual return | -18.33% | -11.14%-7.2pp | -0.04%-18.3pp | 1.58%-19.9pp |
| Employer contribution / active EE | $2,128 | $2,361-9.9% | $4,951-57.0% | $2,544-16.4% |
| Participant deferral / active EE | $1,109 | $2,919-62.0% | $5,637-80.3% | $4,237-73.8% |
| Admin fee / account holder | $232 | $502-53.8% | $14,673-98.4% | $593-60.9% |