Filed October 15, 2007
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 9-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 year Service code 99 | Other Fees | $16,179 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 89 FIRST STREET · HUDSON, OH 44236 | Advisory (Participants) | $0 |
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 | $49,778 | $59,186-15.9% | $76,768-35.2% | $56,287-11.6% |
| Participation rate | 75.2% | 75.2%0pp | 77.0%-1.7pp | 69.9%+5.4pp |
| Annual return | -5.30% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,863 | $1,759+5.9% | $2,485-25.0% | $2,111-11.8% |
| Participant deferral / active EE | $3,705 | $3,255+13.8% | $3,852-3.8% | $3,350+10.6% |
| Admin fee / account holder | $28 | $489-94.2% | $6,675-99.6% | $521-94.5% |