Filed February 5, 2009
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,791 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $16,090 |
BENEFIT PLANNING CONSULTANTS1+ years Service code 15 · EIN 36-3036100 | Recordkeeping | $3,640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,676 | $57,976-16.0% | $62,995-22.7% | $62,292-21.9% |
| Participation rate | 69.8% | 75.9%-6.1pp | 74.8%-5.0pp | 69.5%+0.3pp |
| Annual return | 10.65% | 17.54%-6.9pp | 87.57%-76.9pp | 28.90%-18.3pp |
| Employer contribution / active EE | $1 | $2,415-99.9% | $2,759-100.0% | $2,042-99.9% |
| Participant deferral / active EE | $2,756 | $2,956-6.8% | $3,329-17.2% | $3,169-13.0% |
| Admin fee / account holder | $334 | $276+21.1% | $3,600-90.7% | $479-30.3% |