Filed December 18, 2015
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $367,523 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $75,000 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $56,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,779 | $134,619+0.1% | $111,297+21.1% | $101,517+32.8% |
| Participation rate | 97.2% | 89.0%+8.2pp | 77.3%+19.9pp | 74.6%+22.6pp |
| Annual return | 15.91% | 17.96%-2.0pp | 54.65%-38.7pp | 21.00%-5.1pp |
| Employer contribution / active EE | $4,581 | $3,829+19.6% | $2,731+67.7% | $2,973+54.1% |
| Participant deferral / active EE | $10,651 | $6,572+62.1% | $4,487+137.4% | $4,873+118.6% |
| Admin fee / account holder | $55 | $86-36.8% | $7,964-99.3% | $139-60.9% |