Filed April 15, 2014
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $19,421 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $12,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,040 | $61,272-39.5% | $149,673-75.3% | $71,457-48.2% |
| Participation rate | 62.5% | 62.5%0pp | 78.8%-16.3pp | 67.9%-5.4pp |
| Annual return | 17.98% | 35.85%-17.9pp | 134.42%-116.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,206 | $2,378-49.3% | $4,818-75.0% | $2,588-53.4% |
| Participant deferral / active EE | $1,949 | $2,917-33.2% | $5,680-65.7% | $4,289-54.6% |
| Admin fee / account holder | $140 | $1,261-88.9% | $13,210-98.9% | $1,587-91.2% |