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 FINANCIAL5+ years Filed as: LPL FINANCIAL, LLC - RPCP Service code 26 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Participants) | $21,900 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,493 |
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 | $120,904 | $65,376+84.9% | $87,100+38.8% | $65,185+85.5% |
| Participation rate | 97.5% | 75.3%+22.1pp | 76.9%+20.6pp | 70.2%+27.3pp |
| Annual return | 23.17% | 31.27%-8.1pp | 28.19%-5.0pp | 29.38%-6.2pp |
| Employer contribution / active EE | $2,887 | $1,822+58.4% | $2,521+14.5% | $2,177+32.6% |
| Participant deferral / active EE | $5,499 | $3,388+62.3% | $4,049+35.8% | $3,514+56.5% |
| Admin fee / account holder | $366 | $520-29.5% | $7,497-95.1% | $847-56.8% |