Filed June 28, 2015 (most recent of 3 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+ years Service code 12 75 STATE STREET, 24TH FLOOR · BOSTON, MA 02109 | Recordkeeping and information managem... | $11,107 |
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 | $17,614 | $37,117-52.5% | $147,614-88.1% | $55,191-68.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 0.40% | 3.44%-3.0pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,264 | $1,620-22.0% | $5,564-77.3% | $1,899-33.4% |
| Participant deferral / active EE | $646 | $1,985-67.4% | $4,895-86.8% | $3,046-78.8% |
| Admin fee / account holder | $30 | $86-64.9% | $11,611-99.7% | $91-66.9% |