Filed January 23, 2006 (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 FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,586 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $108,522 | $46,732+132.2% | $156,549-30.7% | $55,167+96.7% |
| Participation rate | 95.3% | 65.8%+29.5pp | 84.0%+11.3pp | 69.0%+26.3pp |
| Annual return | 7.85% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $2,860 | $2,105+35.8% | $5,501-48.0% | $1,963+45.7% |
| Participant deferral / active EE | $4,656 | $2,204+111.2% | $4,871-4.4% | $3,054+52.4% |
| Admin fee / account holder | $234 | $418-44.0% | $13,027-98.2% | $504-53.5% |