Filed December 11, 2020 (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 |
|---|---|---|
LPL FINANCIAL1 year Service code 99 · EIN 04-3046611 | Other Fees | $14,521 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,132 | $98,982+0.2% | $162,163-38.9% | $65,185+52.1% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 4.56% | 24.84%-20.3pp | 115.59%-111.0pp | 29.38%-24.8pp |
| Employer contribution / active EE | $2,490 | $3,467-28.2% | $5,614-55.6% | $2,177+14.4% |
| Participant deferral / active EE | $2,761 | $5,384-48.7% | $7,298-62.2% | $3,514-21.4% |
| Admin fee / account holder | $389 | $596-34.7% | $10,843-96.4% | $847-54.0% |