Filed July 10, 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 37 · EIN 04-2647786 | Loan Processing | $15,350 |
LPL FINANCIAL3 years Filed as: NEXT FINANCIAL GROUP Service code 27 · EIN 54-1900002 | Advisory (Plan) | $12,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,687 | $65,376+107.5% | $87,100+55.8% | $65,185+108.2% |
| Participation rate | 84.4% | 75.3%+9.0pp | 76.9%+7.5pp | 70.2%+14.2pp |
| Annual return | 277.63% | 31.27%+246.4pp | 28.19%+249.4pp | 29.38%+248.2pp |
| Employer contribution / active EE | $6,652 | $1,822+265.0% | $2,521+163.8% | $2,177+205.6% |
| Participant deferral / active EE | $12,469 | $3,388+268.0% | $4,049+208.0% | $3,514+254.9% |
| Admin fee / account holder | $424 | $520-18.3% | $7,497-94.3% | $847-49.9% |