Filed September 16, 2014
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 HOLDINGSL Service code 26 · EIN 04-3046611 | Advisory (Participants) | $14,322 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $6,625 |
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 | $17,967 | $37,196-51.7% | $154,107-88.3% | $55,725-67.8% |
| Participation rate | 76.0% | 64.1%+12.0pp | 83.0%-7.0pp | 70.9%+5.2pp |
| Annual return | -5.31% | 1319.68%-1325.0pp | 735.12%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $679 | $1,614-57.9% | $5,298-87.2% | $2,078-67.3% |
| Participant deferral / active EE | $1,031 | $2,068-50.1% | $5,081-79.7% | $3,356-69.3% |
| Admin fee / account holder | $24 | $102-76.4% | $13,411-99.8% | $115-79.2% |