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 | $97,803 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $79,458 |
Annual investment return 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 | $79,979 | $73,404+9.0% | $87,100-8.2% | $67,579+18.3% |
| Participation rate | 90.9% | 80.9%+10.0pp | 76.9%+14.0pp | 71.3%+19.6pp |
| Annual return | 3.40% | 48.29%-44.9pp | 28.19%-24.8pp | 378.56%-375.2pp |
| Employer contribution / active EE | $2,735 | $2,014+35.8% | $2,521+8.5% | $2,148+27.3% |
| Participant deferral / active EE | $3,886 | $3,913-0.7% | $4,049-4.0% | $3,539+9.8% |
| Admin fee / account holder | $211 | $142+48.9% | $7,497-97.2% | $142+48.2% |