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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $75,827 |
RWB CAPITAL MANAGEMENT LLC BURNHAM4 years Service code 27 750 FRONT AVENUE NW · GRAND RAPIDS, MI 49504 | Advisory (Plan) | $12,133 |
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 | $97,693 | $64,286+52.0% | $90,951+7.4% | $73,409+33.1% |
| Participation rate | 86.5% | 63.6%+22.9pp | 69.0%+17.5pp | 72.2%+14.3pp |
| Annual return | 17.31% | 21.45%-4.1pp | 134.60%-117.3pp | 59.29%-42.0pp |
| Employer contribution / active EE | $2,054 | $895+129.6% | $2,122-3.2% | $2,234-8.0% |
| Participant deferral / active EE | $4,038 | $2,453+64.6% | $3,373+19.7% | $3,805+6.1% |
| Admin fee / account holder | $33 | $287-88.6% | $5,959-99.5% | $158-79.3% |