Filed March 24, 2017
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 |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 14 · EIN 91-2090931 | Plan Administrator | $41,359 |
LPL FINANCIAL1 year Filed as: CLEARPOINT FINANCIAL Service code 51 · EIN 27-0435466 | Investment Mgmt Fees | $25,160 |
Filed as: METLZER GROUP (KESTRA ADVISORY) Service code 51 · EIN 35-2552359 | Investment Mgmt Fees | $13,011 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $46,352 | $155,795-70.2% | $136,294-66.0% | $69,631-33.4% |
| Participation rate | 62.6% | 75.2%-12.7pp | 81.9%-19.3pp | 70.7%-8.1pp |
| Annual return | 20.20% | 232464.33%-232444.1pp | 5155.94%-5135.7pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $2,265 | $2,991-24.3% | $4,695-51.8% | $2,032+11.4% |
| Participant deferral / active EE | $4,217 | $5,394-21.8% | $6,247-32.5% | $3,224+30.8% |
| Admin fee / account holder | $158 | $128+23.5% | $9,243-98.3% | $110+43.5% |