Filed June 2, 2015
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 37 · EIN 04-2647786 | Loan Processing | $34,059 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,469 | $88,083+60.6% | $164,813-14.2% | $74,495+89.9% |
| Participation rate | 95.3% | 73.0%+22.3pp | 78.6%+16.7pp | 67.2%+28.1pp |
| Annual return | 13.49% | 17.26%-3.8pp | 69.93%-56.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,273 | $2,593-12.4% | $4,341-47.6% | $2,623-13.4% |
| Participant deferral / active EE | $6,624 | $4,498+47.3% | $6,031+9.8% | $4,346+52.4% |
| Admin fee / account holder | $411 | $2,234-81.6% | $12,690-96.8% | $1,942-78.8% |