Filed April 12, 2000
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 · EIN 95-2834236 | Advisory (Plan) | $33,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,242 | $63,299+6.2% | $91,001-26.1% | $62,292+7.9% |
| Participation rate | 61.9% | 73.3%-11.4pp | 75.6%-13.7pp | 69.5%-7.6pp |
| Annual return | 14.98% | 20.99%-6.0pp | 4.60%+10.4pp | 28.90%-13.9pp |
| Employer contribution / active EE | $681 | $1,807-62.3% | $2,456-72.3% | $2,042-66.7% |
| Participant deferral / active EE | $2,167 | $2,943-26.3% | $3,547-38.9% | $3,169-31.6% |
| Admin fee / account holder | $215 | $468-54.1% | $5,417-96.0% | $479-55.2% |