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 | $30,552 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $19,148 |
BENEFIT PLANNING CONSULTANTS3+ years Service code 15 · EIN 36-3036100 | Recordkeeping | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,805 | $60,795-6.6% | $69,455-18.2% | $65,185-12.9% |
| Participation rate | 68.0% | 74.9%-6.9pp | 74.6%-6.6pp | 70.2%-2.2pp |
| Annual return | -0.62% | 17.46%-18.1pp | 28.97%-29.6pp | 29.38%-30.0pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,820 | $3,162-10.8% | $3,535-20.2% | $3,514-19.7% |
| Admin fee / account holder | $336 | $314+7.0% | $3,839-91.3% | $847-60.4% |