Filed August 16, 1
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,050 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,107 | $111,608-30.0% | $177,821-56.1% | $73,409+6.4% |
| Participation rate | 96.0% | 87.9%+8.1pp | 87.7%+8.3pp | 72.2%+23.8pp |
| Annual return | 16.36% | 18.23%-1.9pp | 48.32%-32.0pp | 59.29%-42.9pp |
| Employer contribution / active EE | $5,752 | $3,796+51.5% | $5,918-2.8% | $2,234+157.5% |
| Participant deferral / active EE | $3,286 | $6,199-47.0% | $7,714-57.4% | $3,805-13.6% |
| Admin fee / account holder | $12 | $166-92.7% | $12,427-99.9% | $158-92.3% |