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 FINANCIAL6+ years Filed as: LPL Service code 26 · EIN 95-2834236 PO BOX 502308 · SAN DIEGO, CA 92150 | Advisory (Participants) | $43,013 |
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $35,246 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 10 2201 TIMBERLOCH PL · WOODLANDS, TX 77380 | Accounting | $2,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,754 | $94,833-37.0% | $75,696-21.1% | $86,799-31.2% |
| Participation rate | 77.6% | 79.1%-1.6pp | 74.8%+2.7pp | 72.3%+5.3pp |
| Annual return | 25.39% | 16.91%+8.5pp | 104.53%-79.1pp | 97.91%-72.5pp |
| Employer contribution / active EE | $4,579 | $2,904+57.7% | $2,743+67.0% | $2,405+90.4% |
| Participant deferral / active EE | $2,600 | $3,632-28.4% | $3,821-32.0% | $4,131-37.1% |
| Admin fee / account holder | $0 | $109-100.0% | $3,619-100.0% | $170-100.0% |