Filed July 10, 2017
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 19 · EIN 51-0396365 | Securities Custodian | $20,877 |
LPL FINANCIAL5 years Service code 16 PO BOX 502533 · SAN DIEGO, CA 92150 | Consulting | $7,457 |
Service code 50 ADVISORS, INC. 1776 PLEASANT · FAIRFIELD, IA 52556 | Direct Payment | $5,965 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,423 | $67,512-81.6% | $185,823-93.3% | $93,030-86.6% |
| Participation rate | 88.2% | 67.1%+21.1pp | 81.7%+6.5pp | 73.9%+14.3pp |
| Annual return | 13.04% | 21.04%-8.0pp | 122.05%-109.0pp | 158.70%-145.7pp |
| Employer contribution / active EE | $1,293 | $1,783-27.5% | $5,167-75.0% | $2,706-52.2% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $25 | $318-92.0% | $16,237-99.8% | $152-83.2% |