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 | $24,800 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,433 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 · EIN 41-2016508 | Advisory (Plan) | $8,433 |
Filed as: AMERICAN RETIREMENT PLAN SERVICES L Service code 13 · EIN 52-2025778 | Contract Administrator | $7,773 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,976 | $84,487-52.7% | $125,339-68.1% | $66,914-40.3% |
| Participation rate | 86.4% | 76.4%+10.0pp | 82.4%+4.0pp | 69.8%+16.6pp |
| Annual return | -15.77% | -8.39%-7.4pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $505 | $3,553-85.8% | $4,814-89.5% | $2,544-80.1% |
| Participant deferral / active EE | $4,252 | $6,781-37.3% | $7,446-42.9% | $4,237+0.4% |
| Admin fee / account holder | $248 | $685-63.8% | $10,010-97.5% | $593-58.3% |