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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,880 | $111,491-19.4% | $189,513-52.6% | $86,799+3.5% |
| Participation rate | 93.6% | 87.3%+6.3pp | 87.8%+5.8pp | 72.3%+21.3pp |
| Annual return | 16.23% | 83.50%-67.3pp | 555.15%-538.9pp | 97.91%-81.7pp |
| Employer contribution / active EE | $6,398 | $3,951+61.9% | $6,162+3.8% | $2,405+166.0% |
| Participant deferral / active EE | $3,915 | $6,437-39.2% | $8,221-52.4% | $4,131-5.2% |
| Admin fee / account holder | $10 | $189-94.8% | $12,045-99.9% | $170-94.3% |