Filed February 5, 2009
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 15 · EIN 13-3689044 | Recordkeeping | $30,668 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $15,313 |
BENEFIT PLANNING CONSULTANTS2+ years Service code 15 · EIN 36-3036100 | Recordkeeping | $1,167 |
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 | $56,292 | $45,551+23.6% | $59,878-6.0% | - |
| Participation rate | 75.8% | 69.1%+6.7pp | 74.7%+1.1pp | - |
| Annual return | 8.66% | 11.07%-2.4pp | 3.46%+5.2pp | - |
| Employer contribution / active EE | $0 | $2,465-100.0% | $2,722-100.0% | - |
| Participant deferral / active EE | $3,240 | $2,507+29.2% | $3,402-4.8% | - |
| Admin fee / account holder | $0 | $6,446-100.0% | $3,590-100.0% | - |