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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,924 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $10,816 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,321 | $63,114-48.8% | $92,893-65.2% | $65,185-50.4% |
| Participation rate | 87.6% | 68.8%+18.8pp | 76.0%+11.5pp | 70.2%+17.4pp |
| Annual return | 19.43% | 28.75%-9.3pp | 109.41%-90.0pp | 29.38%-10.0pp |
| Employer contribution / active EE | $849 | $2,571-67.0% | $3,653-76.8% | $2,177-61.0% |
| Participant deferral / active EE | $2,129 | $3,108-31.5% | $4,236-49.8% | $3,514-39.4% |
| Admin fee / account holder | $90 | $624-85.5% | $5,794-98.4% | $847-89.3% |