Filed October 23, 2009
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 37 · EIN 04-2647786 | Loan Processing | $26,463 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,545 | $85,135-8.9% | $98,907-21.6% | $73,409+5.6% |
| Participation rate | 39.4% | 81.1%-41.7pp | 76.0%-36.6pp | 72.2%-32.8pp |
| Annual return | 19.39% | 19.14%+0.2pp | 196.43%-177.0pp | 59.29%-39.9pp |
| Employer contribution / active EE | $912 | $2,721-66.5% | $2,689-66.1% | $2,234-59.2% |
| Participant deferral / active EE | $2,094 | $4,349-51.9% | $4,244-50.7% | $3,805-45.0% |
| Admin fee / account holder | $298 | $139+113.9% | $6,642-95.5% | $158+88.6% |