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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $68,000 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,312 | $43,999-17.5% | $79,464-54.3% | $55,725-34.8% |
| Participation rate | 0.0% | 66.9%-66.9pp | 73.3%-73.3pp | 70.9%-70.9pp |
| Annual return | -5.85% | 1.81%-7.7pp | 718.14%-724.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $5,124 | $1,830+180.1% | $2,800+83.0% | $2,078+146.6% |
| Participant deferral / active EE | $5,811 | $2,538+128.9% | $3,704+56.9% | $3,356+73.2% |
| Admin fee / account holder | $113 | $118-3.7% | $5,113-97.8% | $115-1.7% |