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 | $25,963 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $17,307 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS - BPC Service code 15 · EIN 36-3036100 | Recordkeeping | $1,350 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,203 | $46,553+108.8% | $64,056+51.7% | $75,163+29.3% |
| Participation rate | 75.0% | 65.9%+9.1pp | 72.3%+2.7pp | 67.2%+7.8pp |
| Annual return | -1.97% | 26.03%-28.0pp | 33.69%-35.7pp | 160.62%-162.6pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,072 | $2,837+8.3% | $3,880-20.8% | $4,125-25.5% |
| Admin fee / account holder | $12,133 | $2,952+311.0% | $3,068+295.4% | $5,651+114.7% |