Filed September 27, 2006
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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 52 · EIN 95-2834236 | Indirect Investment Fees | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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 | $80,123 | $48,064+66.7% | $78,778+1.7% | $69,631+15.1% |
| Participation rate | 73.6% | 61.6%+12.1pp | 69.2%+4.4pp | 70.7%+2.9pp |
| Annual return | 18.59% | 21.81%-3.2pp | 35.62%-17.0pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,289 | $744+73.3% | $1,986-35.1% | $2,032-36.6% |
| Participant deferral / active EE | $3,621 | $2,079+74.1% | $2,958+22.4% | $3,224+12.3% |
| Admin fee / account holder | $109 | $152-28.0% | $5,134-97.9% | $110-0.9% |