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 FINANCIAL7+ years Filed as: LPL Service code 26 · EIN 95-2834236 PO BOX 502308 · SAN DIEGO, CA 92150 | Advisory (Participants) | $46,541 |
NATIONWIDE7+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $39,336 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 10 2201 TIMBERLOCH PL · WOODLANDS, TX 77380 | Accounting | $2,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,997 | $79,124-34.3% | $60,874-14.6% | $64,808-19.8% |
| Participation rate | 62.6% | 77.7%-15.2pp | 73.1%-10.5pp | 71.5%-8.9pp |
| Annual return | -13.29% | -7.13%-6.2pp | 16.90%-30.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $981 | $3,050-67.8% | $2,701-63.7% | $2,506-60.8% |
| Participant deferral / active EE | $3,023 | $3,725-18.9% | $3,817-20.8% | $4,310-29.9% |
| Admin fee / account holder | $0 | $106-100.0% | $3,224-100.0% | $188-100.0% |