Filed November 4, 2004
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 37 · EIN 04-2647786 | Loan Processing | $113,161 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $39,402 |
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 | $42,796 | $80,354-46.7% | $133,980-68.1% | $63,975-33.1% |
| Participation rate | 97.3% | 87.5%+9.8pp | 87.1%+10.2pp | 71.1%+26.2pp |
| Annual return | 8.52% | 13.11%-4.6pp | 29.30%-20.8pp | 48.65%-40.1pp |
| Employer contribution / active EE | $2,137 | $3,503-39.0% | $5,211-59.0% | $2,182-2.1% |
| Participant deferral / active EE | $6,292 | $5,239+20.1% | $6,282+0.2% | $3,356+87.5% |
| Admin fee / account holder | $95 | $69+36.8% | $9,324-99.0% | $70+34.6% |