Filed April 30, 2007
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $91,872 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL SERVICES Service code 16 4708 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $66,670 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $33,000 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,331 | $53,977-42.0% | $76,080-58.8% | $86,799-63.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 72.3%+27.7pp |
| Annual return | 8.91% | 14.64%-5.7pp | 42.50%-33.6pp | 97.91%-89.0pp |
| Employer contribution / active EE | $1,658 | $2,300-27.9% | $3,962-58.2% | $2,405-31.1% |
| Participant deferral / active EE | $2,358 | $2,980-20.9% | $4,905-51.9% | $4,131-42.9% |
| Admin fee / account holder | $101 | $108-6.8% | $4,883-97.9% | $170-40.7% |