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 FINANCIAL8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,543 | $46,292+357.0% | $143,757+47.2% | $64,808+226.4% |
| Participation rate | 97.7% | 64.2%+33.5pp | 80.3%+17.4pp | 71.5%+26.2pp |
| Annual return | -16.05% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $7,323 | $1,910+283.5% | $4,951+47.9% | $2,506+192.2% |
| Participant deferral / active EE | $3,364 | $2,646+27.1% | $5,637-40.3% | $4,310-22.0% |
| Admin fee / account holder | $277 | $154+79.9% | $14,673-98.1% | $188+47.3% |