Filed September 19, 2006
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 Filed as: LPL FINANCIAL LLC Service code 27 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Advisory (Plan) | $7,548 |
Service code 37 · EIN 04-2647786 | Loan Processing | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,775 | $38,365+58.4% | $84,611-28.2% | $65,185-6.8% |
| Participation rate | 69.9% | 55.7%+14.2pp | 68.2%+1.6pp | 70.2%-0.3pp |
| Annual return | 25.33% | 32.00%-6.7pp | 258.74%-233.4pp | 29.38%-4.1pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,944 | $2,278+204.8% | $3,899+78.1% | $3,514+97.6% |
| Admin fee / account holder | $41 | $451-91.0% | $4,912-99.2% | $847-95.2% |