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 FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $55,810 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,811 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,250 |
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 | $158,534 | $65,376+142.5% | $87,100+82.0% | $65,185+143.2% |
| Participation rate | 71.1% | 75.3%-4.2pp | 76.9%-5.7pp | 70.2%+0.9pp |
| Annual return | 20.15% | 31.27%-11.1pp | 28.19%-8.0pp | 29.38%-9.2pp |
| Employer contribution / active EE | $2,215 | $1,822+21.6% | $2,521-12.1% | $2,177+1.8% |
| Participant deferral / active EE | $3,926 | $3,388+15.9% | $4,049-3.0% | $3,514+11.7% |
| Admin fee / account holder | $26 | $520-95.1% | $7,497-99.7% | $847-97.0% |