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 FINANCIAL8+ years Filed as: LPL FINANCIAL, LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $21,900 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,020 | $72,254+53.7% | $86,677+28.1% | $64,808+71.3% |
| Participation rate | 95.5% | 80.4%+15.1pp | 76.6%+18.9pp | 71.5%+24.0pp |
| Annual return | -16.63% | 392.42%-409.1pp | 35.91%-52.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $6,223 | $2,393+160.1% | $2,836+119.4% | $2,506+148.3% |
| Participant deferral / active EE | $7,597 | $4,658+63.1% | $4,656+63.2% | $4,310+76.3% |
| Admin fee / account holder | $276 | $174+58.8% | $7,493-96.3% | $188+47.1% |