Filed May 28, 1997
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 FINANCIAL1 year Filed as: LPL FINANCIAL - RPCP Service code 16 · EIN 04-3046611 | Consulting | $34,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,196 |
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 | $103,915 | $155,795-33.3% | $136,294-23.8% | $69,631+49.2% |
| Participation rate | 86.9% | 75.2%+11.6pp | 81.9%+5.0pp | 70.7%+16.2pp |
| Annual return | 20.18% | 232464.33%-232444.2pp | 5155.94%-5135.8pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $2,156 | $2,991-27.9% | $4,695-54.1% | $2,032+6.1% |
| Participant deferral / active EE | $6,227 | $5,394+15.5% | $6,247-0.3% | $3,224+93.2% |
| Admin fee / account holder | $115 | $128-10.4% | $9,243-98.8% | $110+4.0% |