Filed January 1, 2017
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 FINANCIAL1 year Service code 15 · EIN 04-3046611 | Recordkeeping | $11,279 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,546 |
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 | $42,426 | $73,102-42.0% | $123,544-65.7% | $56,287-24.6% |
| Participation rate | 80.7% | 74.3%+6.4pp | 82.3%-1.5pp | 69.9%+10.9pp |
| Annual return | -3.26% | 3.01%-6.3pp | 119.20%-122.5pp | -9.96%+6.7pp |
| Employer contribution / active EE | $2,794 | $2,977-6.1% | $4,628-39.6% | $2,111+32.4% |
| Participant deferral / active EE | $5,119 | $5,423-5.6% | $6,426-20.3% | $3,350+52.8% |
| Admin fee / account holder | $67 | $554-87.8% | $9,284-99.3% | $521-87.0% |