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 FINANCIAL3 years Filed as: LPL HOLDINGS Service code 15 · EIN 04-3046611 | Recordkeeping | $17,853 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,652 | $61,156-49.9% | $185,823-83.5% | $79,386-61.4% |
| Participation rate | 97.2% | 66.6%+30.6pp | 81.7%+15.5pp | 70.7%+26.5pp |
| Annual return | 13.81% | 19.45%-5.6pp | 122.05%-108.2pp | 116.85%-103.0pp |
| Employer contribution / active EE | $840 | $2,321-63.8% | $5,167-83.7% | $2,427-65.4% |
| Participant deferral / active EE | $1,238 | $2,789-55.6% | $5,568-77.8% | $4,046-69.4% |
| Admin fee / account holder | $19 | $710-97.4% | $16,237-99.9% | $626-97.0% |