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 FINANCIAL5+ years Service code 16 · EIN 04-3046611 | Consulting | $0 |
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 | $225,381 | $52,953+325.6% | $172,739+30.5% | $65,185+245.8% |
| Participation rate | 76.1% | 66.2%+9.9pp | 82.6%-6.6pp | 70.2%+5.9pp |
| Annual return | 22.42% | 30.12%-7.7pp | 802.84%-780.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $3,664 | $2,190+67.3% | $5,143-28.7% | $2,177+68.4% |
| Participant deferral / active EE | $7,292 | $2,471+195.1% | $5,198+40.3% | $3,514+107.5% |
| Admin fee / account holder | $202 | $472-57.2% | $13,954-98.6% | $847-76.2% |