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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 52 · EIN 95-2834236 | Indirect Investment Fees | $0 |
RELIANCE TRUST COMPANY3+ 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 | $82,155 | $35,485+131.5% | $74,550+10.2% | $55,725+47.4% |
| Participation rate | 72.6% | 62.5%+10.0pp | 69.1%+3.4pp | 70.9%+1.7pp |
| Annual return | 2.68% | 0.72%+2.0pp | 32.53%-29.9pp | 244.93%-242.3pp |
| Employer contribution / active EE | $1,255 | $777+61.5% | $1,961-36.0% | $2,078-39.6% |
| Participant deferral / active EE | $3,651 | $2,181+67.4% | $3,108+17.5% | $3,356+8.8% |
| Admin fee / account holder | $106 | $114-7.4% | $5,060-97.9% | $115-8.1% |