Filed January 1, 2012
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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $37,672 |
Filed as: LAVINE, LOFGREN, MORRIS & ENGELBER Service code 10 · EIN 33-0690020 | Accounting | $12,580 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,638 |
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 | $113,200 | $99,957+13.2% | $149,696-24.4% | $73,488+54.0% |
| Participation rate | 94.4% | 75.7%+18.7pp | 82.5%+11.9pp | 70.7%+23.7pp |
| Annual return | 18.65% | 53.87%-35.2pp | 276.60%-258.0pp | 28.51%-9.9pp |
| Employer contribution / active EE | $4,909 | $3,191+53.8% | $4,644+5.7% | $2,270+116.3% |
| Participant deferral / active EE | $9,314 | $6,073+53.4% | $6,842+36.1% | $3,740+149.1% |
| Admin fee / account holder | $19 | $551-96.6% | $9,309-99.8% | $513-96.3% |