Filed October 23, 2009
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 | $32,369 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,408 | $81,908-16.5% | $90,749-24.6% | $64,808+5.6% |
| Participation rate | 47.0% | 80.5%-33.5pp | 75.7%-28.7pp | 71.5%-24.5pp |
| Annual return | -15.45% | -12.53%-2.9pp | -12.16%-3.3pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,106 | $3,065-63.9% | $2,921-62.1% | $2,506-55.8% |
| Participant deferral / active EE | $2,519 | $4,840-48.0% | $4,564-44.8% | $4,310-41.6% |
| Admin fee / account holder | $269 | $157+70.9% | $8,445-96.8% | $188+43.0% |