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 |
|---|---|---|
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $119,537 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,675 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,125 | $78,852-65.6% | $76,768-64.7% | $75,289-64.0% |
| Participation rate | 88.5% | 85.0%+3.5pp | 77.0%+11.5pp | 72.4%+16.1pp |
| Annual return | -5.57% | -1.29%-4.3pp | 2.43%-8.0pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,174 | $2,794-58.0% | $2,485-52.7% | $2,405-51.2% |
| Participant deferral / active EE | $2,511 | $4,800-47.7% | $3,852-34.8% | $3,739-32.8% |
| Admin fee / account holder | $89 | $79+13.1% | $6,675-98.7% | $102-12.7% |