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 FINANCIAL2 years Service code 15 · EIN 04-3046611 | Recordkeeping | $16,407 |
ADP BROKER-DEALER4 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,936 |
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 | $53,805 | $89,652-40.0% | $141,162-61.9% | $65,185-17.5% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.5%-1.0pp | 70.2%+11.3pp |
| Annual return | 23.89% | 32.79%-8.9pp | 71.39%-47.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $2,627 | $3,065-14.3% | $4,735-44.5% | $2,177+20.7% |
| Participant deferral / active EE | $5,013 | $5,691-11.9% | $6,709-25.3% | $3,514+42.7% |
| Admin fee / account holder | $99 | $569-82.6% | $10,261-99.0% | $847-88.3% |