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 FINANCIAL9+ years Filed as: LPL - COMPASS FINANCIAL SERVICES Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $20,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 601 CONGRESS STREET · BOSTON, MA 02210 | Recordkeeping | $2,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,056 | $58,264+258.8% | $86,612+141.4% | $71,457+192.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 17.91% | 21.63%-3.7pp | 591.07%-573.2pp | 28.85%-10.9pp |
| Employer contribution / active EE | $4,132 | $2,574+60.5% | $3,022+36.7% | $2,588+59.7% |
| Participant deferral / active EE | $11,206 | $3,436+226.1% | $4,438+152.5% | $4,289+161.3% |
| Admin fee / account holder | $242 | $1,057-77.1% | $5,614-95.7% | $1,587-84.8% |