Filed December 31, 2016 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,400 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,341 |
Filed as: AMERICAN RETIREMENT PLAN SERVICES L Service code 13 · EIN 52-2025778 | Contract Administrator | $7,432 |
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 | $51,503 | $99,957-48.5% | $149,696-65.6% | $73,488-29.9% |
| Participation rate | 81.1% | 75.7%+5.4pp | 82.5%-1.4pp | 70.7%+10.4pp |
| Annual return | 15.51% | 53.87%-38.4pp | 276.60%-261.1pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,020 | $3,191-68.0% | $4,644-78.0% | $2,270-55.1% |
| Participant deferral / active EE | $3,535 | $6,073-41.8% | $6,842-48.3% | $3,740-5.5% |
| Admin fee / account holder | $240 | $551-56.4% | $9,309-97.4% | $513-53.2% |