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 FINANCIAL1 year Filed as: LPL HOLDINGS Service code 26 · EIN 04-3046611 | Advisory (Participants) | $14,315 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $6,980 |
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 | $22,782 | $62,928-63.8% | $172,739-86.8% | $67,579-66.3% |
| Participation rate | 74.6% | 64.5%+10.1pp | 82.6%-8.0pp | 71.3%+3.3pp |
| Annual return | 24.70% | 30.36%-5.7pp | 802.84%-778.1pp | 378.56%-353.9pp |
| Employer contribution / active EE | $648 | $1,636-60.4% | $5,143-87.4% | $2,148-69.8% |
| Participant deferral / active EE | $1,021 | $2,145-52.4% | $5,198-80.3% | $3,539-71.1% |
| Admin fee / account holder | $27 | $167-84.0% | $13,954-99.8% | $142-81.3% |