Filed February 11, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,184 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,482 |
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 | $69,214 | $85,766-19.3% | $136,294-49.2% | $70,131-1.3% |
| Participation rate | 91.4% | 74.2%+17.2pp | 81.9%+9.4pp | 69.5%+21.8pp |
| Annual return | 19.17% | 31.45%-12.3pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,581 | $2,966-46.7% | $4,695-66.3% | $2,342-32.5% |
| Participant deferral / active EE | $4,441 | $5,051-12.1% | $6,247-28.9% | $3,332+33.3% |
| Admin fee / account holder | $289 | $5,420-94.7% | $9,243-96.9% | $4,645-93.8% |