Filed March 31, 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 FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Fees | $32,293 |
Filed as: AMERIPRISE FINANCIAL SERVICES, Service code 99 | Other Fees | $21,433 |
KESTRA INVESTMENT SERVICES LLC5+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 99 5707 SOUTHWEST PKWY BLDG 2 · AUSTIN, TX 78735 | Other Fees | $17,909 |
Service code 99 · EIN 71-0294708 | Other Fees | $2,460 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 99 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Other Fees | $0 |
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 | $108,961 | $88,122+23.6% | $141,162-22.8% | $67,579+61.2% |
| Participation rate | 93.1% | 76.5%+16.6pp | 82.5%+10.6pp | 71.3%+21.8pp |
| Annual return | 24.28% | 75.40%-51.1pp | 71.39%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $2,034 | $3,224-36.9% | $4,735-57.0% | $2,148-5.3% |
| Participant deferral / active EE | $6,926 | $5,958+16.2% | $6,709+3.2% | $3,539+95.7% |
| Admin fee / account holder | $5 | $131-96.0% | $10,261-99.9% | $142-96.3% |