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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,359 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $61,718 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,509 |
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 | $106,523 | $88,122+20.9% | $141,162-24.5% | $67,579+57.6% |
| Participation rate | 98.7% | 76.5%+22.3pp | 82.5%+16.2pp | 71.3%+27.4pp |
| Annual return | 23.21% | 75.40%-52.2pp | 71.39%-48.2pp | 378.56%-355.4pp |
| Employer contribution / active EE | $1,371 | $3,224-57.5% | $4,735-71.0% | $2,148-36.1% |
| Participant deferral / active EE | $10,148 | $5,958+70.3% | $6,709+51.3% | $3,539+186.7% |
| Admin fee / account holder | $263 | $131+101.1% | $10,261-97.4% | $142+85.0% |