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 Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $48,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,219 |
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 | $60,861 | $81,537-25.4% | $149,718-59.3% | $69,631-12.6% |
| Participation rate | 99.1% | 86.1%+12.9pp | 87.1%+12.0pp | 70.7%+28.4pp |
| Annual return | 19.12% | 22.79%-3.7pp | 1501.63%-1482.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $5,527 | $3,239+70.6% | $5,445+1.5% | $2,032+172.0% |
| Participant deferral / active EE | $3,302 | $4,994-33.9% | $6,569-49.7% | $3,224+2.4% |
| Admin fee / account holder | $136 | $107+27.4% | $11,283-98.8% | $110+23.3% |