Filed October 18, 2004 (most recent of 5 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 FINANCIAL1+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,639 |
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 | $99,277 | $59,231+67.6% | $90,223+10.0% | $52,331+89.7% |
| Participation rate | 89.5% | 75.0%+14.5pp | 79.0%+10.4pp | 68.1%+21.4pp |
| Annual return | 222.50% | 3.53%+219.0pp | 1.31%+221.2pp | 4.54%+218.0pp |
| Employer contribution / active EE | $10,353 | $3,391+205.3% | $4,378+136.5% | $1,882+450.2% |
| Participant deferral / active EE | $16,955 | $4,659+263.9% | $5,792+192.7% | $3,022+461.0% |
| Admin fee / account holder | $4 | $515-99.2% | $7,406-99.9% | $592-99.3% |