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 FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $61,624 |
KESTRA INVESTMENT SERVICES LLC7+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 STE 400 5707 SOUTHWEST PKWY BLDG 2 · AUSTIN, TX 78735 | Other Commissions | $20,541 |
Filed as: VESTAL WILER Service code 99 · EIN 59-1228645 | Other Fees | $8,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,664 | $104,317+44.4% | $159,436-5.5% | $86,799+73.6% |
| Participation rate | 94.3% | 77.7%+16.6pp | 82.8%+11.5pp | 72.3%+22.0pp |
| Annual return | 17.85% | 26.32%-8.5pp | 263.57%-245.7pp | 97.91%-80.1pp |
| Employer contribution / active EE | $2,986 | $3,451-13.5% | $4,829-38.2% | $2,405+24.1% |
| Participant deferral / active EE | $8,906 | $6,837+30.3% | $7,352+21.1% | $4,131+115.6% |
| Admin fee / account holder | $20 | $172-88.5% | $10,799-99.8% | $170-88.4% |