Filed September 12, 2007
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 60 · EIN 04-2647786 | Sub-TA Fees | $17,379 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,417 | $28,416+49.3% | $73,545-42.3% | $69,631-39.1% |
| Participation rate | 12.7% | 38.3%-25.7pp | 54.9%-42.2pp | 70.7%-58.0pp |
| Annual return | 15.94% | -694.13%+710.1pp | -15.16%+31.1pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $307 | $430-28.7% | $1,219-74.8% | $2,032-84.9% |
| Participant deferral / active EE | $575 | $897-35.9% | $1,806-68.1% | $3,224-82.1% |
| Admin fee / account holder | $242 | $104+132.0% | $2,320-89.6% | $110+119.2% |