Filed February 28, 2006 (most recent of 2 filings on file)
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 FINANCIAL1 year Filed as: LPL FINANCIAL-RPCP Service code 16 · EIN 95-2834236 | Consulting | $36,404 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,422 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,863 |
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 | $74,985 | $80,177-6.5% | $123,892-39.5% | $57,658+30.0% |
| Participation rate | 98.8% | 74.4%+24.4pp | 81.4%+17.4pp | 70.2%+28.6pp |
| Annual return | 8.41% | 17.90%-9.5pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $4,273 | $2,913+46.7% | $4,617-7.4% | $1,974+116.5% |
| Participant deferral / active EE | $5,937 | $5,130+15.7% | $5,984-0.8% | $3,061+94.0% |
| Admin fee / account holder | $80 | $106-24.8% | $8,357-99.0% | $95-15.5% |