Filed August 7, 2012
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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 | Other Commissions | $14,479 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $5,038 |
PENSION PLAN SPECIALISTS, PC1+ years Service code 13 | Contract Administrator | $4,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,486 | $32,425+98.9% | $74,583-13.5% | $55,167+16.9% |
| Participation rate | 45.1% | 54.0%-8.9pp | 68.1%-23.0pp | 69.0%-23.9pp |
| Annual return | 11.85% | 10.63%+1.2pp | 20.47%-8.6pp | 169.23%-157.4pp |
| Employer contribution / active EE | $1,962 | $1,043+88.0% | $2,525-22.3% | $1,9630% |
| Participant deferral / active EE | $3,548 | $1,995+77.8% | $3,458+2.6% | $3,054+16.2% |
| Admin fee / account holder | $62 | $748-91.7% | $4,138-98.5% | $504-87.6% |