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 FINANCIAL8 years Service code 16 P.O. BOX 502533 · SAN DIEGO, CA 92150 | Consulting | $9,984 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $8,580 |
Filed as: CAMBRIDGE INV. RESEARCH ADV., INC. Service code 50 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Direct Payment | $7,987 |
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 | $13,869 | $53,136-73.9% | $155,509-91.1% | $199,593-93.1% |
| Participation rate | 86.0% | 64.1%+21.9pp | 78.2%+7.8pp | 72.0%+14.0pp |
| Annual return | 11.13% | 41.15%-30.0pp | 64.67%-53.5pp | 34.25%-23.1pp |
| Employer contribution / active EE | $1,285 | $1,851-30.6% | $4,672-72.5% | $3,034-57.7% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $18 | $185-90.4% | $15,912-99.9% | $269-93.4% |