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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $82,865 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,464 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,610 | $55,790+42.7% | $76,817+3.6% | $67,579+17.8% |
| Participation rate | 94.9% | 71.1%+23.8pp | 72.1%+22.8pp | 71.3%+23.6pp |
| Annual return | 3.18% | 64.45%-61.3pp | 1166.11%-1162.9pp | 378.56%-375.4pp |
| Employer contribution / active EE | $4,387 | $1,810+142.4% | $2,302+90.6% | $2,148+104.3% |
| Participant deferral / active EE | $3,440 | $2,875+19.7% | $3,336+3.1% | $3,539-2.8% |
| Admin fee / account holder | $216 | $159+35.5% | $6,420-96.6% | $142+51.6% |