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 |
|---|---|---|
LPL FINANCIAL7 years Service code 16 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Consulting | $8,033 |
Filed as: CAMBRIDGE INV. RESEARCH ADV., INC. Service code 50 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Direct Payment | $6,426 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $5,387 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,774 | $50,127-74.5% | $149,673-91.5% | $80,160-84.1% |
| Participation rate | 84.8% | 64.3%+20.5pp | 78.8%+6.0pp | 72.9%+11.8pp |
| Annual return | 14.42% | 29.82%-15.4pp | 134.42%-120.0pp | 40.38%-26.0pp |
| Employer contribution / active EE | $1,339 | $1,865-28.2% | $4,818-72.2% | $2,978-55.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $14 | $153-90.7% | $13,210-99.9% | $145-90.2% |