Filed August 5, 2006
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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $13,343 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,000 |
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 | $29,802 | $58,726-49.3% | $92,233-67.7% | $62,292-52.2% |
| Participation rate | 90.3% | 68.3%+22.0pp | 76.5%+13.8pp | 69.5%+20.8pp |
| Annual return | 15.78% | 43.62%-27.8pp | 176.28%-160.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $1,098 | $2,392-54.1% | $3,679-70.2% | $2,042-46.3% |
| Participant deferral / active EE | $1,707 | $2,766-38.3% | $3,897-56.2% | $3,169-46.1% |
| Admin fee / account holder | $23 | $556-95.9% | $5,194-99.6% | $479-95.3% |