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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $55,371 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,275 |
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 | $73,185 | $53,925+35.7% | $75,670-3.3% | $69,631+5.1% |
| Participation rate | 96.5% | 71.2%+25.3pp | 72.3%+24.2pp | 70.7%+25.8pp |
| Annual return | 11.00% | 17.84%-6.8pp | 27.34%-16.3pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $4,290 | $1,802+138.0% | $2,352+82.4% | $2,032+111.1% |
| Participant deferral / active EE | $3,147 | $2,569+22.5% | $3,142+0.1% | $3,224-2.4% |
| Admin fee / account holder | $139 | $97+43.4% | $5,800-97.6% | $110+26.1% |