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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $85,008 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,540 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,638 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $144,994 | $104,317+39.0% | $159,436-9.1% | $86,799+67.0% |
| Participation rate | 98.6% | 77.7%+20.9pp | 82.8%+15.8pp | 72.3%+26.3pp |
| Annual return | 14.40% | 26.32%-11.9pp | 263.57%-249.2pp | 97.91%-83.5pp |
| Employer contribution / active EE | $3,423 | $3,451-0.8% | $4,829-29.1% | $2,405+42.3% |
| Participant deferral / active EE | $11,573 | $6,837+69.3% | $7,352+57.4% | $4,131+180.2% |
| Admin fee / account holder | $310 | $172+79.8% | $10,799-97.1% | $170+82.7% |