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 FINANCIAL3 years Service code 99 · EIN 04-3046611 | Other Fees | $14,663 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,927 | $121,341-21.8% | $189,513-49.9% | $79,386+19.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 11.32% | 21.08%-9.8pp | 555.15%-543.8pp | 116.85%-105.5pp |
| Employer contribution / active EE | $2,590 | $3,915-33.8% | $6,162-58.0% | $2,427+6.7% |
| Participant deferral / active EE | $3,053 | $6,395-52.3% | $8,221-62.9% | $4,046-24.5% |
| Admin fee / account holder | $193 | $651-70.4% | $12,045-98.4% | $626-69.2% |