Filed February 23, 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 Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $85,607 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,586 | $88,730-67.8% | $82,313-65.3% | $77,958-63.3% |
| Participation rate | 94.7% | 84.5%+10.2pp | 76.9%+17.8pp | 71.6%+23.1pp |
| Annual return | 17.46% | 20.88%-3.4pp | 25.88%-8.4pp | 20.87%-3.4pp |
| Employer contribution / active EE | $2,223 | $2,758-19.4% | $2,428-8.5% | $2,310-3.8% |
| Participant deferral / active EE | $2,382 | $4,634-48.6% | $3,706-35.7% | $3,537-32.6% |
| Admin fee / account holder | $68 | $74-8.3% | $5,608-98.8% | $97-30.3% |