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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $74,567 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,425 |
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 | $78,715 | $48,261+63.1% | $68,793+14.4% | $55,725+41.3% |
| Participation rate | 91.7% | 71.0%+20.7pp | 72.2%+19.5pp | 70.9%+20.9pp |
| Annual return | 10.11% | -2.61%+12.7pp | -4.63%+14.7pp | 244.93%-234.8pp |
| Employer contribution / active EE | $4,130 | $1,742+137.1% | $2,625+57.3% | $2,078+98.7% |
| Participant deferral / active EE | $3,224 | $2,712+18.9% | $3,311-2.6% | $3,356-3.9% |
| Admin fee / account holder | $187 | $126+48.2% | $5,131-96.4% | $115+62.3% |