Filed March 24, 2021 (most recent of 3 filings on file)
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 |
|---|---|---|
ARNETT CARBIS TOOTHMAN LLP1 year Service code 10 PO BOX 643656 · PITTSBURGH, PA 152643656 | Accounting | $8,840 |
Filed as: CAPITAL RETIREMENT PLAN SVCS Service code 13 4000 TOWN CENTER BLVD · CANONSBURG, PA 15317 | Contract Administrator | $3,667 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $3,202 |
Filed as: GREAT WEST LIFE AND ANNUITY INSURAN Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,319 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $1,268 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 RDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $955 |
Filed as: EMPOWER RETIRMENT ADV SVCS Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $137 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,150 | $46,173-45.5% | $170,442-85.2% | $69,631-63.9% |
| Participation rate | 70.0% | 63.9%+6.1pp | 83.6%-13.6pp | 70.7%-0.7pp |
| Annual return | 12.43% | 21.62%-9.2pp | 205.93%-193.5pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $1,233 | $1,610-23.4% | $5,433-77.3% | $2,032-39.3% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $46 | $116-60.7% | $13,880-99.7% | $110-58.7% |