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 FINANCIAL2 years Service code 99 · EIN 04-3046611 | Other Fees | $13,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $58,083-100.0% | $80,019-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.9%-69.9pp |
| Annual return | -1.33% | 34.61%-35.9pp | 11.22%-12.6pp | -9.96%+8.6pp |
| Employer contribution / active EE | $1,145 | $1,932-40.7% | $2,468-53.6% | $2,111-45.8% |
| Participant deferral / active EE | $2,223 | $3,135-29.1% | $3,686-39.7% | $3,350-33.6% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |