Filed July 14, 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 FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $25,239 |
MY BENEFITS, LLC4 years Service code 49 | Other Services | $5,235 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $1,635 |
MY BENEFITS, LLC1 year Filed as: MY BENEFITS LLC Service code 49 · EIN 45-2098380 P O BOX 745680 · ATLANTA, GA 30374 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,991 | $52,406+60.3% | $129,207-35.0% | $74,495+12.7% |
| Participation rate | 61.8% | 53.8%+8.0pp | 69.6%-7.8pp | 67.2%-5.4pp |
| Annual return | 14.56% | 15.66%-1.1pp | 9417.33%-9402.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,891 | $1,531+23.5% | $4,153-54.5% | $2,623-27.9% |
| Participant deferral / active EE | $3,618 | $2,794+29.5% | $4,168-13.2% | $4,346-16.7% |
| Admin fee / account holder | $36 | $2,633-98.6% | $7,715-99.5% | $1,942-98.1% |