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 HOLDINGS Service code 15 · EIN 04-3046611 | Recordkeeping | $14,874 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $7,345 |
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 | $26,376 | $52,293-49.6% | $178,490-85.2% | $73,409-64.1% |
| Participation rate | 66.4% | 65.3%+1.1pp | 81.9%-15.5pp | 72.2%-5.8pp |
| Annual return | 11.92% | 34.75%-22.8pp | 151.07%-139.1pp | 59.29%-47.4pp |
| Employer contribution / active EE | $565 | $1,735-67.4% | $5,011-88.7% | $2,234-74.7% |
| Participant deferral / active EE | $852 | $2,332-63.5% | $5,202-83.6% | $3,805-77.6% |
| Admin fee / account holder | $31 | $127-75.9% | $13,984-99.8% | $158-80.6% |