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 FINANCIAL9+ years Filed as: LPL Service code 26 · EIN 95-2834236 PO BOX 502308 · SAN DIEGO, CA 92150 | Advisory (Participants) | $44,236 |
NATIONWIDE9+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $34,950 |
DEFINITI LLC4 years Filed as: DEFINITI, LLC Service code 10 2201 TIMBERLOCH PL · WOODLANDS, TX 77380 | Accounting | $2,250 |
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 | $58,244 | $91,762-36.5% | $67,502-13.7% | $77,643-25.0% |
| Participation rate | 52.2% | 75.9%-23.7pp | 72.9%-20.6pp | 70.6%-18.3pp |
| Annual return | 13.19% | 14.87%-1.7pp | 3512.12%-3498.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,130 | $3,181-64.5% | $2,731-58.6% | $2,726-58.5% |
| Participant deferral / active EE | $1,997 | $3,903-48.8% | $4,000-50.1% | $4,647-57.0% |
| Admin fee / account holder | $70 | $176-60.3% | $3,998-98.3% | $430-83.8% |