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 | $96,636 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $82,417 |
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 | $76,800 | $79,519-3.4% | $95,952-20.0% | $73,409+4.6% |
| Participation rate | 91.3% | 81.2%+10.1pp | 77.1%+14.2pp | 72.2%+19.1pp |
| Annual return | -7.21% | 19.20%-26.4pp | 91.61%-98.8pp | 59.29%-66.5pp |
| Employer contribution / active EE | $2,935 | $2,048+43.3% | $2,541+15.5% | $2,234+31.4% |
| Participant deferral / active EE | $4,417 | $4,138+6.7% | $4,167+6.0% | $3,805+16.1% |
| Admin fee / account holder | $227 | $184+23.1% | $6,795-96.7% | $158+43.8% |