Filed November 29, 2005
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 Service code 16 · EIN 04-3046611 | Consulting | $42,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $237,606 | $55,453+328.5% | $170,442+39.4% | $62,292+281.4% |
| Participation rate | 65.4% | 66.4%-1.0pp | 83.6%-18.2pp | 69.5%-4.1pp |
| Annual return | 18.01% | 21.38%-3.4pp | 205.93%-187.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $4,796 | $2,164+121.6% | $5,433-11.7% | $2,042+134.8% |
| Participant deferral / active EE | $8,163 | $2,303+254.5% | $4,939+65.3% | $3,169+157.6% |
| Admin fee / account holder | $225 | $455-50.7% | $13,880-98.4% | $479-53.2% |