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 |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,225 |
Filed as: CPI QUALIFED PLAN CONSULTANTS, INC. Service code 15 · EIN 48-1205033 | Recordkeeping | $10,625 |
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 | $59,883 | $98,750-39.4% | $149,696-60.0% | $79,858-25.0% |
| Participation rate | 78.1% | 75.8%+2.4pp | 82.5%-4.4pp | 69.6%+8.5pp |
| Annual return | 25.84% | 27.43%-1.6pp | 276.60%-250.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $1,347 | $3,216-58.1% | $4,644-71.0% | $2,471-45.5% |
| Participant deferral / active EE | $5,162 | $5,680-9.1% | $6,842-24.6% | $3,740+38.0% |
| Admin fee / account holder | $235 | $6,053-96.1% | $9,309-97.5% | $5,306-95.6% |