Filed August 31, 2016 (most recent of 5 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 |
|---|---|---|
Filed as: MERIT FINANCIAL GROUP Service code 26 · EIN 45-3686413 2400 LAKEVIEW PARKWAY SUITE 550 · ALPHARATA, GA 30009 | Advisory (Participants) | $19,518 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $5,406 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC -RPCP Service code 26 · EIN 95-2834236 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Participants) | $3,551 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $15,465 | $183,519-91.6% | $155,509-90.1% | $145,922-89.4% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 11.02% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $266 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |