Filed August 10, 2011 (most recent of 2 filings on file)
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 FINANCIAL2+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,395 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,258 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,883 | $39,859-12.5% | $78,689-55.7% | $57,658-39.5% |
| Participation rate | 98.9% | 66.1%+32.8pp | 73.6%+25.3pp | 70.2%+28.6pp |
| Annual return | 6.37% | 18.96%-12.6pp | 62.18%-55.8pp | 5.13%+1.2pp |
| Employer contribution / active EE | $4,521 | $1,786+153.2% | $2,851+58.6% | $1,974+129.1% |
| Participant deferral / active EE | $4,414 | $2,248+96.4% | $3,517+25.5% | $3,061+44.2% |
| Admin fee / account holder | $143 | $76+87.3% | $4,510-96.8% | $95+51.0% |