Filed January 6, 2006 (most recent of 2 filings on file)
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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $49,310 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,762 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,000 |
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 | $148,773 | $64,909+129.2% | $82,313+80.7% | $62,292+138.8% |
| Participation rate | 76.6% | 74.9%+1.8pp | 76.9%-0.2pp | 69.5%+7.1pp |
| Annual return | 15.00% | 21.18%-6.2pp | 25.88%-10.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,368 | $1,676+41.3% | $2,428-2.5% | $2,042+16.0% |
| Participant deferral / active EE | $4,000 | $3,103+28.9% | $3,706+7.9% | $3,169+26.2% |
| Admin fee / account holder | $31 | $440-93.0% | $5,608-99.5% | $479-93.6% |