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 | $30,006 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $18,626 |
BENEFIT PLANNING CONSULTANTS4+ years Service code 15 · EIN 36-3036100 | Recordkeeping | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
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 | $54,022 | $76,653-29.5% | $70,449-23.3% | - |
| Participation rate | 65.7% | 80.3%-14.6pp | 75.1%-9.4pp | - |
| Annual return | 4.17% | 4.62%-0.5pp | 109.03%-104.9pp | - |
| Employer contribution / active EE | $0 | $2,510-100.0% | $2,737-100.0% | - |
| Participant deferral / active EE | $2,467 | $4,121-40.1% | $3,709-33.5% | - |
| Admin fee / account holder | $343 | $17,353-98.0% | $3,845-91.1% | - |