Filed November 17, 2015
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 FINANCIAL6+ years Service code 16 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $48,000 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,363 | $185,342-38.8% | $111,297+1.9% | $86,799+30.6% |
| Participation rate | 97.5% | 81.0%+16.5pp | 77.3%+20.2pp | 72.3%+25.2pp |
| Annual return | 14.87% | 500.80%-485.9pp | 54.65%-39.8pp | 97.91%-83.0pp |
| Employer contribution / active EE | $3,581 | $2,246+59.4% | $2,731+31.1% | $2,405+48.9% |
| Participant deferral / active EE | $5,842 | $4,458+31.0% | $4,487+30.2% | $4,131+41.4% |
| Admin fee / account holder | $58 | $255-77.2% | $7,964-99.3% | $170-65.7% |