Filed March 31, 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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $56,779 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,628 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,863 | $66,528-7.0% | $86,874-28.8% | $86,799-28.7% |
| Participation rate | 74.8% | 72.4%+2.5pp | 71.6%+3.2pp | 72.3%+2.5pp |
| Annual return | 10.36% | 19.56%-9.2pp | 63.52%-53.2pp | 97.91%-87.5pp |
| Employer contribution / active EE | $1,212 | $2,007-39.6% | $2,495-51.4% | $2,405-49.6% |
| Participant deferral / active EE | $3,072 | $3,240-5.2% | $3,699-16.9% | $4,131-25.6% |
| Admin fee / account holder | $19 | $148-87.3% | $5,828-99.7% | $170-88.9% |