Filed March 13, 1996
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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $120,159 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$19,544 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,106 | $86,944+163.5% | $107,525+113.1% | $74,304+208.3% |
| Participation rate | 85.8% | 59.6%+26.2pp | 75.1%+10.7pp | 60.3%+25.4pp |
| Annual return | 15.54% | 23.52%-8.0pp | 181.32%-165.8pp | 29.43%-13.9pp |
| Employer contribution / active EE | $3,823 | $2,757+38.7% | $3,754+1.8% | $2,241+70.6% |
| Participant deferral / active EE | $7,524 | $3,554+111.7% | $5,116+47.1% | $3,767+99.7% |
| Admin fee / account holder | -$87 | $3,727-102.3% | $8,919-101.0% | $2,969-102.9% |