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 | Recordkeeping and information managem... | $85,635 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL SERVICES Service code 16 4708 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $57,710 |
NATIONAL FINANCIAL SERVICES5 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 | $23,860 | $43,709-45.4% | $61,491-61.2% | $64,808-63.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -25.19% | -9.98%-15.2pp | -12.98%-12.2pp | 32.82%-58.0pp |
| Employer contribution / active EE | $1,985 | $2,113-6.1% | $4,246-53.3% | $2,506-20.8% |
| Participant deferral / active EE | $2,971 | $3,022-1.7% | $5,188-42.7% | $4,310-31.1% |
| Admin fee / account holder | $65 | $131-50.5% | $4,312-98.5% | $188-65.4% |