Filed February 21, 2006
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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $66,074 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,275 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,144 | $50,106+38.0% | $70,014-1.2% | $57,658+19.9% |
| Participation rate | 94.7% | 70.9%+23.8pp | 71.8%+22.9pp | 70.2%+24.5pp |
| Annual return | -2.50% | 14.58%-17.1pp | 12.99%-15.5pp | 5.13%-7.6pp |
| Employer contribution / active EE | $4,297 | $1,739+147.1% | $2,338+83.8% | $1,974+117.7% |
| Participant deferral / active EE | $2,868 | $2,486+15.4% | $2,931-2.1% | $3,061-6.3% |
| Admin fee / account holder | $171 | $89+91.2% | $4,380-96.1% | $95+80.4% |