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 FINANCIAL4+ years Service code 16 · EIN 04-3046611 | Consulting | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $208,567 | $47,977+334.7% | $154,107+35.3% | $56,287+270.5% |
| Participation rate | 97.7% | 66.2%+31.5pp | 83.0%+14.6pp | 69.9%+27.8pp |
| Annual return | -4.63% | 3.54%-8.2pp | 735.12%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $5,239 | $2,169+141.6% | $5,298-1.1% | $2,111+148.2% |
| Participant deferral / active EE | $7,854 | $2,392+228.4% | $5,081+54.6% | $3,350+134.5% |
| Admin fee / account holder | $216 | $438-50.8% | $13,411-98.4% | $521-58.6% |