Filed March 17, 2016
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 13 · EIN 41-0417830 | Contract Administrator | $20,065 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 17 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Pension Consulting | $16,402 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,752 | $47,126-34.7% | $149,673-79.5% | $74,419-58.7% |
| Participation rate | 58.5% | 63.4%-4.9pp | 78.8%-20.3pp | 70.7%-12.2pp |
| Annual return | 13.07% | 22.75%-9.7pp | 134.42%-121.3pp | 34.38%-21.3pp |
| Employer contribution / active EE | $1,995 | $1,905+4.7% | $4,818-58.6% | $2,637-24.3% |
| Participant deferral / active EE | $1,981 | $2,728-27.4% | $5,680-65.1% | $4,528-56.2% |
| Admin fee / account holder | $111 | $343-67.7% | $13,210-99.2% | $348-68.2% |