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 | Direct payment from the plan; Finders... | $132,906 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL SERVICES Service code 16 4708 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Consulting | $72,870 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,855 | $64,768-44.6% | $76,190-52.9% | $77,643-53.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 79.3%+20.7pp | 70.6%+29.4pp |
| Annual return | 12.44% | 13.90%-1.5pp | 13.78%-1.3pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,563 | $2,747-6.7% | $4,578-44.0% | $2,726-6.0% |
| Participant deferral / active EE | $3,648 | $3,709-1.6% | $5,474-33.4% | $4,647-21.5% |
| Admin fee / account holder | $110 | $1,025-89.3% | $5,123-97.9% | $430-74.4% |