Filed May 15, 2013 (most recent of 2 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 26 · EIN 04-3046611 | Advisory (Participants) | $40,461 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $39,085 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL Service code 26 · EIN 83-1143379 | Advisory (Participants) | $11,325 |
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 | $29,804 | $37,196-19.9% | $154,107-80.7% | $55,725-46.5% |
| Participation rate | 99.0% | 64.1%+34.9pp | 83.0%+16.0pp | 70.9%+28.2pp |
| Annual return | -4.23% | 1319.68%-1323.9pp | 735.12%-739.3pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,140 | $1,614+32.6% | $5,298-59.6% | $2,078+3.0% |
| Participant deferral / active EE | $3,751 | $2,068+81.4% | $5,081-26.2% | $3,356+11.8% |
| Admin fee / account holder | $89 | $102-12.8% | $13,411-99.3% | $115-23.1% |