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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $91,471 |
Service code 37 · EIN 04-2647786 | Loan Processing | $74,880 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,577 | $99,078-4.5% | $96,544-2.0% | $74,419+27.1% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.0%+17.8pp | 70.7%+23.0pp |
| Annual return | -6.94% | 22.48%-29.4pp | 25.84%-32.8pp | 34.38%-41.3pp |
| Employer contribution / active EE | $3,396 | $2,570+32.1% | $2,965+14.5% | $2,637+28.8% |
| Participant deferral / active EE | $4,936 | $4,9330% | $4,851+1.7% | $4,528+9.0% |
| Admin fee / account holder | $198 | $225-12.0% | $8,252-97.6% | $348-43.1% |