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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $36,316 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,029 |
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 | $51,707 | $48,064+7.6% | $78,778-34.4% | $69,631-25.7% |
| Participation rate | 70.7% | 61.6%+9.2pp | 69.2%+1.6pp | 70.7%+0.1pp |
| Annual return | 25.09% | 21.81%+3.3pp | 35.62%-10.5pp | 27571.02%-27545.9pp |
| Employer contribution / active EE | $688 | $744-7.5% | $1,986-65.3% | $2,032-66.1% |
| Participant deferral / active EE | $2,489 | $2,079+19.7% | $2,958-15.9% | $3,224-22.8% |
| Admin fee / account holder | $163 | $152+7.5% | $5,134-96.8% | $110+47.9% |