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 | Distribution (12b-1) fees; Sales load... | $91,434 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL SERVICES Service code 16 4708 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $58,897 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,802 | $47,746-39.7% | $70,164-59.0% | $74,419-61.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 18.30% | 18.37%-0.1pp | 18.87%-0.6pp | 34.38%-16.1pp |
| Employer contribution / active EE | $2,028 | $2,297-11.7% | $4,287-52.7% | $2,637-23.1% |
| Participant deferral / active EE | $3,243 | $3,187+1.8% | $5,395-39.9% | $4,528-28.4% |
| Admin fee / account holder | $69 | $567-87.9% | $4,561-98.5% | $348-80.2% |