Filed December 10, 2005
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 FINANCIAL4+ years Filed as: LPL FINANCIAL, LLC - RPCP Service code 26 75 STATE STREET · BOSTON, MA 02109 | Advisory (Participants) | $21,900 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,145 |
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 | $102,617 | $66,302+54.8% | $110,238-6.9% | $56,287+82.3% |
| Participation rate | 95.9% | 74.9%+21.0pp | 79.8%+16.1pp | 69.9%+26.1pp |
| Annual return | -5.28% | -1.18%-4.1pp | 314.74%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $4,806 | $2,047+134.8% | $3,826+25.6% | $2,111+127.7% |
| Participant deferral / active EE | $4,913 | $3,381+45.3% | $4,672+5.2% | $3,350+46.7% |
| Admin fee / account holder | $256 | $698-63.4% | $8,547-97.0% | $521-50.9% |