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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $37,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,938 |
Annual investment return 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 | $42,813 | $69,823-38.7% | $77,163-44.5% | $74,419-42.5% |
| Participation rate | 82.8% | 70.0%+12.8pp | 69.6%+13.2pp | 70.7%+12.1pp |
| Annual return | 14.03% | 19.98%-5.9pp | 37.87%-23.8pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,286 | $2,150-40.2% | $2,535-49.3% | $2,637-51.2% |
| Participant deferral / active EE | $3,563 | $3,558+0.2% | $3,833-7.0% | $4,528-21.3% |
| Admin fee / account holder | $24 | $398-94.1% | $5,472-99.6% | $348-93.2% |