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 FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $86,355 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,404 |
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 | $69,926 | $61,473+13.8% | $81,930-14.7% | $73,409-4.7% |
| Participation rate | 93.9% | 72.4%+21.5pp | 72.0%+21.9pp | 72.2%+21.7pp |
| Annual return | -6.76% | 28.26%-35.0pp | 29.49%-36.3pp | 59.29%-66.1pp |
| Employer contribution / active EE | $4,479 | $1,898+136.0% | $4,310+3.9% | $2,234+100.5% |
| Participant deferral / active EE | $3,470 | $3,080+12.7% | $7,107-51.2% | $3,805-8.8% |
| Admin fee / account holder | $228 | $125+81.8% | $5,158-95.6% | $158+44.4% |