Filed December 2, 2011
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 | $83,031 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $43,965 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,560 | $88,730-65.6% | $82,313-62.9% | $77,958-60.8% |
| Participation rate | 74.2% | 84.5%-10.3pp | 76.9%-2.7pp | 71.6%+2.6pp |
| Annual return | 19.59% | 20.88%-1.3pp | 25.88%-6.3pp | 20.87%-1.3pp |
| Employer contribution / active EE | $1,659 | $2,758-39.9% | $2,428-31.7% | $2,310-28.2% |
| Participant deferral / active EE | $3,022 | $4,634-34.8% | $3,706-18.4% | $3,537-14.5% |
| Admin fee / account holder | $117 | $74+58.1% | $5,608-97.9% | $97+20.1% |