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 |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $95,439 |
Service code 37 · EIN 04-2647786 | Loan Processing | $77,109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,308 | $72,254+43.0% | $86,677+19.2% | $64,808+59.4% |
| Participation rate | 95.6% | 80.4%+15.2pp | 76.6%+19.0pp | 71.5%+24.1pp |
| Annual return | 3.58% | 392.42%-388.8pp | 35.91%-32.3pp | 32.82%-29.2pp |
| Employer contribution / active EE | $3,090 | $2,393+29.1% | $2,836+8.9% | $2,506+23.3% |
| Participant deferral / active EE | $4,789 | $4,658+2.8% | $4,656+2.9% | $4,310+11.1% |
| Admin fee / account holder | $213 | $174+22.7% | $7,493-97.2% | $188+13.6% |