Filed July 31, 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 FINANCIAL1 year Service code 99 · EIN 04-3046611 | Other Fees | $11,544 |
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 | $30,749 | $63,299-51.4% | $91,001-66.2% | $62,292-50.6% |
| Participation rate | 82.1% | 73.3%+8.8pp | 75.6%+6.5pp | 69.5%+12.6pp |
| Annual return | 17.41% | 20.99%-3.6pp | 4.60%+12.8pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,147 | $1,807-36.5% | $2,456-53.3% | $2,042-43.8% |
| Participant deferral / active EE | $2,175 | $2,943-26.1% | $3,547-38.7% | $3,169-31.4% |
| Admin fee / account holder | $62 | $468-86.8% | $5,417-98.9% | $479-87.1% |