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 | $32,950 |
LEVY RATNER1 year Filed as: LEVY WEALTH MANAGEMENT GROUP Service code 27 · EIN 45-5378898 | Advisory (Plan) | $15,000 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,000 |
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 | $75,685 | $84,784-10.7% | $98,439-23.1% | $74,419+1.7% |
| Participation rate | 43.8% | 81.5%-37.8pp | 75.2%-31.4pp | 70.7%-27.0pp |
| Annual return | 17.34% | 20.59%-3.2pp | 21.16%-3.8pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,131 | $3,364-66.4% | $3,048-62.9% | $2,637-57.1% |
| Participant deferral / active EE | $2,545 | $5,218-51.2% | $4,738-46.3% | $4,528-43.8% |
| Admin fee / account holder | $265 | $204+29.5% | $8,948-97.0% | $348-23.9% |