Filed October 30, 2018
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 |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $54,224 |
KEIKOVER, SCHOLMA & SHUMAKER PC2+ years Service code 10 205 E MAIN AVE · ZEELAD, MI 49464 | Accounting | $7,100 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $76,975 | $37,044+107.8% | $71,796+7.2% | $57,658+33.5% |
| Participation rate | 86.8% | 61.1%+25.7pp | 69.1%+17.7pp | 70.2%+16.6pp |
| Annual return | 7.50% | 12.64%-5.1pp | 78.04%-70.5pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,088 | $720+190.0% | $1,924+8.5% | $1,974+5.8% |
| Participant deferral / active EE | $3,084 | $1,974+56.2% | $2,794+10.4% | $3,061+0.8% |
| Admin fee / account holder | $23 | $101-77.2% | $4,815-99.5% | $95-75.7% |