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 | $14,729 |
LPL FINANCIAL6 years Service code 16 PO BOX 502533 · SAN DIEGO, CA 92150 | Consulting | $7,551 |
Filed as: CAMBRIDGE INV. RESEARCH ADV., INC. Service code 50 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Direct Payment | $6,041 |
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 | $11,160 | $45,000-75.2% | $143,757-92.2% | $77,904-85.7% |
| Participation rate | 84.7% | 66.8%+17.9pp | 80.3%+4.4pp | 73.7%+11.1pp |
| Annual return | -14.76% | 29.03%-43.8pp | -0.04%-14.7pp | 12.21%-27.0pp |
| Employer contribution / active EE | $1,380 | $1,870-26.2% | $4,951-72.1% | $2,848-51.5% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $21 | $98-78.7% | $14,673-99.9% | $133-84.2% |