Filed January 2, 2013 (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 Service code 27 · EIN 95-2834236 | Advisory (Plan) | $14,974 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
Participant contribution per participant 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 | $55,240 | $71,802-23.1% | $133,980-58.8% | $57,658-4.2% |
| Participation rate | 97.0% | 85.5%+11.6pp | 87.1%+10.0pp | 70.2%+26.8pp |
| Annual return | 13.32% | 13.51%-0.2pp | 29.30%-16.0pp | 5.13%+8.2pp |
| Employer contribution / active EE | $4,135 | $3,161+30.8% | $5,211-20.6% | $1,974+109.5% |
| Participant deferral / active EE | $2,516 | $4,606-45.4% | $6,282-60.0% | $3,061-17.8% |
| Admin fee / account holder | $46 | $88-47.2% | $9,324-99.5% | $95-51.0% |