Filed August 13, 2014
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 FINANCIAL2+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,749 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,158 |
BENEFITS ADMINISTRATORS, LLC2+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $0 |
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 | $74,752 | $74,089+0.9% | $133,980-44.2% | $55,167+35.5% |
| Participation rate | 86.9% | 84.3%+2.6pp | 87.1%-0.2pp | 69.0%+17.9pp |
| Annual return | 7.75% | 12.11%-4.4pp | 29.30%-21.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $4,929 | $3,064+60.9% | $5,211-5.4% | $1,963+151.1% |
| Participant deferral / active EE | $3,333 | $4,678-28.8% | $6,282-46.9% | $3,054+9.1% |
| Admin fee / account holder | $10 | $458-97.8% | $9,324-99.9% | $504-98.0% |