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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $23,066 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $14,602 |
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 | $43,579 | $55,415-21.4% | $155,509-72.0% | $74,495-41.5% |
| Participation rate | 62.8% | 61.9%+0.9pp | 78.2%-15.4pp | 67.2%-4.4pp |
| Annual return | 12.10% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,061 | $2,267-53.2% | $4,672-77.3% | $2,623-59.6% |
| Participant deferral / active EE | $1,803 | $2,836-36.4% | $5,626-68.0% | $4,346-58.5% |
| Admin fee / account holder | $160 | $1,738-90.8% | $15,912-99.0% | $1,942-91.7% |