Filed June 9, 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 FINANCIAL7+ years Filed as: LPL - COMPASS FINANCIAL SERVICES Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 601 CONGRESS STREET · BOSTON, MA 02210 | Recordkeeping | $1,367 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,659 | $63,745+233.6% | $98,442+116.0% | $79,386+167.9% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 15.54% | 625.80%-610.3pp | 1492.73%-1477.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $3,933 | $2,557+53.8% | $2,960+32.9% | $2,427+62.0% |
| Participant deferral / active EE | $10,829 | $3,303+227.8% | $4,276+153.2% | $4,046+167.7% |
| Admin fee / account holder | $249 | $516-51.7% | $5,949-95.8% | $626-60.2% |