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 FINANCIAL4 years Service code 99 · EIN 04-3046611 | Other Fees | $14,395 |
ERISA SPECIALIST1 year Service code 49 | Other Services | $1,811 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,640 | $102,553+5.0% | $151,611-29.0% | $66,914+60.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 9.58% | -10.82%+20.4pp | 3.33%+6.2pp | 1.58%+8.0pp |
| Employer contribution / active EE | $2,771 | $4,180-33.7% | $6,166-55.1% | $2,544+8.9% |
| Participant deferral / active EE | $3,230 | $6,641-51.4% | $8,363-61.4% | $4,237-23.8% |
| Admin fee / account holder | $200 | $630-68.3% | $11,616-98.3% | $593-66.4% |