Filed January 23, 2015 (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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $28,694 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,633 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,931 | $37,044+15.9% | $71,796-40.2% | $57,658-25.5% |
| Participation rate | 77.1% | 61.1%+16.0pp | 69.1%+8.0pp | 70.2%+6.9pp |
| Annual return | 6.38% | 12.64%-6.3pp | 78.04%-71.7pp | 5.13%+1.2pp |
| Employer contribution / active EE | $785 | $720+9.0% | $1,924-59.2% | $1,974-60.2% |
| Participant deferral / active EE | $2,690 | $1,974+36.3% | $2,794-3.7% | $3,061-12.1% |
| Admin fee / account holder | $146 | $101+44.5% | $4,815-97.0% | $95+54.3% |