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 |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,527 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,231 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $4,205 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,455 | $96,484+64.2% | $156,263+1.4% | $74,304+113.3% |
| Participation rate | 90.8% | 67.7%+23.2pp | 78.9%+11.9pp | 60.3%+30.5pp |
| Annual return | 13.94% | 17.73%-3.8pp | 59.47%-45.5pp | 29.43%-15.5pp |
| Employer contribution / active EE | $2,800 | $2,528+10.7% | $4,333-35.4% | $2,241+24.9% |
| Participant deferral / active EE | $6,652 | $4,286+55.2% | $6,158+8.0% | $3,767+76.6% |
| Admin fee / account holder | $350 | $3,728-90.6% | $14,255-97.5% | $2,969-88.2% |