Filed July 16, 2014
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 | $108,937 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $38,629 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,805 | $65,118+33.3% | $76,768+13.1% | $55,725+55.8% |
| Participation rate | 86.5% | 79.6%+6.9pp | 77.0%+9.6pp | 70.9%+15.7pp |
| Annual return | 10.62% | -1.27%+11.9pp | 2.43%+8.2pp | 244.93%-234.3pp |
| Employer contribution / active EE | $2,601 | $1,941+34.0% | $2,485+4.6% | $2,078+25.1% |
| Participant deferral / active EE | $3,799 | $3,688+3.0% | $3,852-1.4% | $3,356+13.2% |
| Admin fee / account holder | $211 | $116+81.8% | $6,675-96.8% | $115+82.9% |