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 7-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 | $18,039 |
LPL FINANCIAL2 years Filed as: NEXT FINANCIAL GROUP Service code 27 · EIN 54-1900002 | Advisory (Plan) | $6,105 |
Service code 27 · EIN 37-1444529 | Advisory (Plan) | $5,437 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,097 | $73,638-63.2% | $95,952-71.8% | $73,488-63.1% |
| Participation rate | 97.3% | 76.2%+21.1pp | 77.1%+20.2pp | 70.7%+26.6pp |
| Annual return | 11.67% | 16.78%-5.1pp | 91.61%-79.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $1,891 | $1,863+1.5% | $2,541-25.6% | $2,270-16.7% |
| Participant deferral / active EE | $1,300 | $3,617-64.1% | $4,167-68.8% | $3,740-65.2% |
| Admin fee / account holder | $122 | $482-74.6% | $6,795-98.2% | $513-76.2% |