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 FINANCIAL2 years Service code 99 · EIN 04-3046611 | Other Fees | $14,409 |
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 | $76,968 | $136,307-43.5% | $177,821-56.7% | $73,488+4.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | -6.29% | 18.68%-25.0pp | 48.32%-54.6pp | 28.51%-34.8pp |
| Employer contribution / active EE | $2,795 | $3,712-24.7% | $5,918-52.8% | $2,270+23.1% |
| Participant deferral / active EE | $3,197 | $5,829-45.1% | $7,714-58.6% | $3,740-14.5% |
| Admin fee / account holder | $329 | $596-44.7% | $12,427-97.4% | $513-35.8% |