Filed March 17, 2016 (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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,940 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 15 · EIN 95-2834236 | Recordkeeping | $19,974 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 15 · EIN 42-1445429 | Recordkeeping | $13,103 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,901 | $91,372-74.9% | $129,995-82.4% | $74,419-69.2% |
| Participation rate | 88.3% | 77.8%+10.5pp | 78.5%+9.8pp | 70.7%+17.6pp |
| Annual return | 16.32% | 23.21%-6.9pp | -137.18%+153.5pp | 34.38%-18.1pp |
| Employer contribution / active EE | $2,388 | $2,563-6.8% | $4,320-44.7% | $2,637-9.5% |
| Participant deferral / active EE | $3,636 | $4,721-23.0% | $5,820-37.5% | $4,528-19.7% |
| Admin fee / account holder | $203 | $283-28.3% | $10,614-98.1% | $348-41.6% |