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 | $68,589 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $66,328 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,452 |
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 | $123,281 | $100,801+22.3% | $149,696-17.6% | $73,409+67.9% |
| Participation rate | 98.7% | 77.7%+21.0pp | 82.5%+16.2pp | 72.2%+26.5pp |
| Annual return | 16.18% | 265.34%-249.2pp | 276.60%-260.4pp | 59.29%-43.1pp |
| Employer contribution / active EE | $3,020 | $3,312-8.8% | $4,644-35.0% | $2,234+35.2% |
| Participant deferral / active EE | $10,549 | $6,404+64.7% | $6,842+54.2% | $3,805+177.2% |
| Admin fee / account holder | $283 | $181+56.4% | $9,309-97.0% | $158+79.1% |