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 FINANCIAL9+ years Filed as: LPL FINANCIAL, LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $21,900 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,881 |
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 | $134,621 | $99,078+35.9% | $96,544+39.4% | $74,419+80.9% |
| Participation rate | 96.4% | 80.7%+15.8pp | 76.0%+20.5pp | 70.7%+25.7pp |
| Annual return | 17.46% | 22.48%-5.0pp | 25.84%-8.4pp | 34.38%-16.9pp |
| Employer contribution / active EE | $7,249 | $2,570+182.0% | $2,965+144.5% | $2,637+174.8% |
| Participant deferral / active EE | $8,310 | $4,933+68.4% | $4,851+71.3% | $4,528+83.5% |
| Admin fee / account holder | $313 | $225+39.4% | $8,252-96.2% | $348-10.0% |