Filed May 2, 2019 (most recent of 2 filings on file)
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 Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $9,341 |
Service code 49 · EIN 04-1590850 | Other Services | $4,851 |
ALGER4 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
VICTORY4 years Service code 52 · EIN 31-6364605 | Indirect Investment Fees | $0 |
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 | $211,633 | $100,801+110.0% | $149,696+41.4% | $73,409+188.3% |
| Participation rate | 92.2% | 77.7%+14.5pp | 82.5%+9.7pp | 72.2%+20.0pp |
| Annual return | 17.17% | 265.34%-248.2pp | 276.60%-259.4pp | 59.29%-42.1pp |
| Employer contribution / active EE | $1,915 | $3,312-42.2% | $4,644-58.8% | $2,234-14.3% |
| Participant deferral / active EE | $9,449 | $6,404+47.5% | $6,842+38.1% | $3,805+148.3% |
| Admin fee / account holder | $10 | $181-94.4% | $9,309-99.9% | $158-93.6% |