Filed May 23, 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 FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Filed as: TAX SHELTERED COMPENSATION Service code 49 · EIN 41-0955056 7365 KIRKWOOD COURT NORTH · MAPLE GROVE, MN 55369 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,050 | $65,061-15.4% | $143,757-61.7% | $66,914-17.7% |
| Participation rate | 94.3% | 65.2%+29.1pp | 80.3%+14.0pp | 69.8%+24.5pp |
| Annual return | -14.06% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $3,607 | $2,361+52.8% | $4,951-27.2% | $2,544+41.8% |
| Participant deferral / active EE | $2,475 | $2,919-15.2% | $5,637-56.1% | $4,237-41.6% |
| Admin fee / account holder | $46 | $502-90.8% | $14,673-99.7% | $593-92.2% |