Filed March 2, 2006 (most recent of 2 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 Service code 15 · EIN 04-3046611 | Recordkeeping | $21,649 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,875 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,982 | $33,745-34.9% | $64,105-65.7% | $55,191-60.2% |
| Participation rate | 83.0% | 59.4%+23.6pp | 68.2%+14.8pp | 69.2%+13.8pp |
| Annual return | -0.70% | 4.95%-5.7pp | 791.24%-791.9pp | 10.78%-11.5pp |
| Employer contribution / active EE | $156 | $641-75.7% | $1,820-91.4% | $1,899-91.8% |
| Participant deferral / active EE | $1,500 | $1,929-22.2% | $2,822-46.8% | $3,046-50.8% |
| Admin fee / account holder | $89 | $94-6.1% | $4,499-98.0% | $91-2.4% |