Filed May 9, 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 |
|---|---|---|
LPL FINANCIAL5+ years Filed as: LPL Service code 26 · EIN 95-2834236 PO BOX 502308 · SAN DIEGO, CA 92150 | Advisory (Participants) | $33,587 |
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $29,584 |
PPA/TPA5+ years Filed as: PPA, INC. Service code 10 7350 CIRQUE DR W STE 201 · UNIVERSITY PLACE, WA 98467 | Accounting | $1,805 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,019 | $84,948-41.1% | $70,449-29.0% | $73,409-31.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 3.67% | 13.39%-9.7pp | 109.03%-105.4pp | 59.29%-55.6pp |
| Employer contribution / active EE | $4,131 | $2,834+45.8% | $2,737+50.9% | $2,234+84.9% |
| Participant deferral / active EE | $3,295 | $3,387-2.7% | $3,709-11.1% | $3,805-13.4% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |