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 FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $18,266 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $13,191 |
COASTAL PENSION SERVICES3+ years Filed as: COASTAL PENSION SERVICES INC Service code 49 · EIN 52-1053785 | Other Services | $7,305 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,768 |
Filed as: AXA ADVISORS LLC Service code 49 · EIN 13-4071393 | Other Services | $5,075 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,825 | $155,795-43.0% | $136,294-34.8% | $69,631+27.6% |
| Participation rate | 71.2% | 75.2%-4.0pp | 81.9%-10.7pp | 70.7%+0.6pp |
| Annual return | 27.97% | 232464.33%-232436.4pp | 5155.94%-5128.0pp | 27571.02%-27543.1pp |
| Employer contribution / active EE | $2,919 | $2,991-2.4% | $4,695-37.8% | $2,032+43.6% |
| Participant deferral / active EE | $6,650 | $5,394+23.3% | $6,247+6.4% | $3,224+106.3% |
| Admin fee / account holder | $24 | $128-81.4% | $9,243-99.7% | $110-78.4% |