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 | $45,295 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,067 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,014 |
Service code 10 · EIN 59-1166437 | Accounting | $7,900 |
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 | $26,363 | $37,213-29.2% | $156,549-83.2% | $63,975-58.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 8.38% | 47.89%-39.5pp | 32.23%-23.8pp | 48.65%-40.3pp |
| Employer contribution / active EE | $1,390 | $1,357+2.5% | $5,501-74.7% | $2,182-36.3% |
| Participant deferral / active EE | $1,950 | $2,070-5.8% | $4,871-60.0% | $3,356-41.9% |
| Admin fee / account holder | $37 | $56-34.8% | $13,027-99.7% | $70-47.9% |