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 Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $54,048 |
KESTRA INVESTMENT SERVICES LLC6+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 STE 400 · AUSTIN, TX 78735 | Other Commissions | $18,016 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,270 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,443 | $100,801+33.4% | $149,696-10.2% | $73,409+83.1% |
| Participation rate | 95.3% | 77.7%+17.6pp | 82.5%+12.8pp | 72.2%+23.1pp |
| Annual return | 20.26% | 265.34%-245.1pp | 276.60%-256.3pp | 59.29%-39.0pp |
| Employer contribution / active EE | $2,461 | $3,312-25.7% | $4,644-47.0% | $2,234+10.2% |
| Participant deferral / active EE | $8,494 | $6,404+32.6% | $6,842+24.1% | $3,805+123.2% |
| Admin fee / account holder | $3 | $181-98.5% | $9,309-100.0% | $158-98.3% |