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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC -RPCP Service code 26 · EIN 95-2834236 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Participants) | $19,419 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,045 |
RANDALL & HURLEY, INC.9+ 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.
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 | $13,298 | $61,272-78.3% | $149,673-91.1% | $71,457-81.4% |
| Participation rate | 59.3% | 62.5%-3.2pp | 78.8%-19.5pp | 67.9%-8.6pp |
| Annual return | 15.18% | 35.85%-20.7pp | 134.42%-119.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,512 | $2,378-36.4% | $4,818-68.6% | $2,588-41.6% |
| Participant deferral / active EE | $1,012 | $2,917-65.3% | $5,680-82.2% | $4,289-76.4% |
| Admin fee / account holder | $224 | $1,261-82.2% | $13,210-98.3% | $1,587-85.9% |