Filed April 30, 2014 (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 FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,000 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,234 | $61,052-22.6% | $142,863-66.9% | $79,386-40.5% |
| Participation rate | 65.8% | 60.1%+5.7pp | 71.9%-6.1pp | 70.7%-4.9pp |
| Annual return | 13.00% | 16.02%-3.0pp | 5637.54%-5624.5pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,541 | $1,481+4.1% | $4,144-62.8% | $2,427-36.5% |
| Participant deferral / active EE | $3,242 | $2,879+12.6% | $3,837-15.5% | $4,046-19.9% |
| Admin fee / account holder | $267 | $659-59.4% | $6,560-95.9% | $626-57.3% |