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 | $160,926 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $68,346 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,714 | $89,274-45.4% | $149,718-67.5% | $77,958-37.5% |
| Participation rate | 95.7% | 87.6%+8.1pp | 87.1%+8.6pp | 71.6%+24.1pp |
| Annual return | 17.91% | 20.36%-2.5pp | 1501.63%-1483.7pp | 20.87%-3.0pp |
| Employer contribution / active EE | $1,882 | $3,727-49.5% | $5,445-65.4% | $2,310-18.6% |
| Participant deferral / active EE | $5,596 | $5,382+4.0% | $6,569-14.8% | $3,537+58.2% |
| Admin fee / account holder | $136 | $240-43.1% | $11,283-98.8% | $97+40.1% |