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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $93,055 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72,413 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,953 | $88,890+20.3% | $102,423+4.4% | $77,643+37.8% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 15.93% | 24.98%-9.1pp | 29.32%-13.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $3,591 | $2,698+33.1% | $3,023+18.8% | $2,726+31.7% |
| Participant deferral / active EE | $5,183 | $5,145+0.7% | $5,053+2.6% | $4,647+11.5% |
| Admin fee / account holder | $193 | $235-18.1% | $9,451-98.0% | $430-55.2% |