Filed October 24, 2014
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 37 · EIN 04-2647786 | Loan Processing | $13,299 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,264 |
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 | $47,505 | $54,045-12.1% | $115,157-58.7% | $65,185-27.1% |
| Participation rate | 76.2% | 63.5%+12.6pp | 75.9%+0.3pp | 70.2%+6.0pp |
| Annual return | 22.17% | 26.55%-4.4pp | 35.60%-13.4pp | 29.38%-7.2pp |
| Employer contribution / active EE | $1,609 | $1,653-2.6% | $3,179-49.4% | $2,177-26.1% |
| Participant deferral / active EE | $3,018 | $2,504+20.5% | $4,168-27.6% | $3,514-14.1% |
| Admin fee / account holder | $201 | $626-67.8% | $7,088-97.2% | $847-76.2% |