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 FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 52 · EIN 95-2834236 | Indirect Investment Fees | $0 |
RELIANCE TRUST COMPANY5+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $100,210 | $64,286+55.9% | $90,951+10.2% | $73,409+36.5% |
| Participation rate | 72.1% | 63.6%+8.5pp | 69.0%+3.1pp | 72.2%0pp |
| Annual return | 9.56% | 21.45%-11.9pp | 134.60%-125.0pp | 59.29%-49.7pp |
| Employer contribution / active EE | $1,396 | $895+56.1% | $2,122-34.2% | $2,234-37.5% |
| Participant deferral / active EE | $4,170 | $2,453+70.0% | $3,373+23.6% | $3,805+9.6% |
| Admin fee / account holder | $187 | $287-34.9% | $5,959-96.9% | $158+18.4% |