Filed June 3, 2019 (most recent of 3 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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $58,921 |
Service code 37 · EIN 04-2647786 | Loan Processing | $58,682 |
Service code 10 · EIN 26-0005391 | Accounting | $7,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,807 | $75,388+15.1% | $123,544-29.7% | $55,725+55.8% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.3%+16.2pp | 70.9%+27.6pp |
| Annual return | -6.50% | 4.48%-11.0pp | 119.20%-125.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $2,741 | $3,063-10.5% | $4,628-40.8% | $2,078+31.9% |
| Participant deferral / active EE | $9,274 | $5,651+64.1% | $6,426+44.3% | $3,356+176.4% |
| Admin fee / account holder | $266 | $120+122.3% | $9,284-97.1% | $115+131.1% |