Filed January 23, 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 FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $13,052 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $9,004 |
COASTAL PENSION SERVICES2+ years Filed as: COASTAL PENSION SERVICES INC Service code 49 · EIN 52-1053785 | Other Services | $5,238 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,918 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,911 | $80,177-6.6% | $123,892-39.5% | $57,658+29.9% |
| Participation rate | 71.3% | 74.4%-3.1pp | 81.4%-10.1pp | 70.2%+1.1pp |
| Annual return | 18.27% | 17.90%+0.4pp | 47.52%-29.2pp | 5.13%+13.1pp |
| Employer contribution / active EE | $2,720 | $2,913-6.6% | $4,617-41.1% | $1,974+37.8% |
| Participant deferral / active EE | $6,482 | $5,130+26.4% | $5,984+8.3% | $3,061+111.8% |
| Admin fee / account holder | $19 | $106-82.3% | $8,357-99.8% | $95-80.1% |