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 FINANCIAL3+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $50,702 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,262 |
HAYFLICH & STEINBERG1 year Service code 15 · EIN 37-1496963 | Recordkeeping | $7,000 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $22,307 | $48,064-53.6% | $78,778-71.7% | $69,631-68.0% |
| Participation rate | 84.9% | 61.6%+23.4pp | 69.2%+15.7pp | 70.7%+14.3pp |
| Annual return | 16.79% | 21.81%-5.0pp | 35.62%-18.8pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $226 | $744-69.6% | $1,986-88.6% | $2,032-88.9% |
| Participant deferral / active EE | $2,258 | $2,079+8.6% | $2,958-23.7% | $3,224-30.0% |
| Admin fee / account holder | $84 | $152-44.4% | $5,134-98.4% | $110-23.5% |