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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,060 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $22,998 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,127 | $35,485+52.5% | $74,550-27.4% | $55,725-2.9% |
| Participation rate | 68.2% | 62.5%+5.6pp | 69.1%-1.0pp | 70.9%-2.7pp |
| Annual return | -1.09% | 0.72%-1.8pp | 32.53%-33.6pp | 244.93%-246.0pp |
| Employer contribution / active EE | $738 | $777-5.1% | $1,961-62.4% | $2,078-64.5% |
| Participant deferral / active EE | $2,676 | $2,181+22.7% | $3,108-13.9% | $3,356-20.2% |
| Admin fee / account holder | $204 | $114+78.6% | $5,060-96.0% | $115+77.3% |