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 FINANCIAL6+ years Filed as: LPL FINANCIAL, LLC - RPCP Service code 26 · EIN 04-3046611 75 STATE STREET · BOSTON, MA 02109 | Advisory (Participants) | $12,893 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,151 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,368 | $73,638+105.6% | $95,952+57.8% | $73,488+106.0% |
| Participation rate | 98.2% | 76.2%+22.1pp | 77.1%+21.2pp | 70.7%+27.6pp |
| Annual return | 17.71% | 16.78%+0.9pp | 91.61%-73.9pp | 28.51%-10.8pp |
| Employer contribution / active EE | $4,676 | $1,863+150.9% | $2,541+84.0% | $2,270+106.0% |
| Participant deferral / active EE | $6,545 | $3,617+81.0% | $4,167+57.1% | $3,740+75.0% |
| Admin fee / account holder | $347 | $482-28.1% | $6,795-94.9% | $513-32.4% |