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 FINANCIAL5 years Service code 99 · EIN 04-3046611 | Other Fees | $12,193 |
ERISA SPECIALIST2 years Service code 49 | Other Services | $1,704 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,803 | $130,194-19.5% | $169,993-38.3% | $71,457+46.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 15.20% | 20.37%-5.2pp | 53.37%-38.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $2,515 | $4,381-42.6% | $6,785-62.9% | $2,588-2.8% |
| Participant deferral / active EE | $2,981 | $6,923-56.9% | $10,408-71.4% | $4,289-30.5% |
| Admin fee / account holder | $244 | $966-74.8% | $12,815-98.1% | $1,587-84.7% |