Filed September 9, 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 |
|---|---|---|
Service code 38 · EIN 04-1590850 | Participant Communication | $65,638 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,286 |
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 | $29,317 | $37,039-20.8% | $147,614-80.1% | $59,188-50.5% |
| Participation rate | 91.0% | 63.8%+27.2pp | 84.6%+6.4pp | 69.4%+21.6pp |
| Annual return | 0.00% | 7.19%-7.2pp | 61.98%-62.0pp | 5.51%-5.5pp |
| Employer contribution / active EE | $1,447 | $1,353+7.0% | $5,564-74.0% | $2,098-31.0% |
| Participant deferral / active EE | $1,945 | $2,094-7.1% | $4,895-60.3% | $3,265-40.4% |
| Admin fee / account holder | $63 | $60+5.0% | $11,611-99.5% | $92-31.4% |