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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $51,764 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,494 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,315 | $56,503-34.0% | $70,092-46.8% | $64,808-42.4% |
| Participation rate | 80.6% | 70.5%+10.2pp | 70.5%+10.2pp | 71.5%+9.2pp |
| Annual return | -14.10% | -13.44%-0.7pp | 190.73%-204.8pp | 32.82%-46.9pp |
| Employer contribution / active EE | $654 | $2,046-68.0% | $2,559-74.4% | $2,506-73.9% |
| Participant deferral / active EE | $2,737 | $3,389-19.2% | $3,849-28.9% | $4,310-36.5% |
| Admin fee / account holder | $23 | $160-85.5% | $6,267-99.6% | $188-87.6% |