Filed January 6, 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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $46,387 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $19,750 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $575 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,311 | $39,898-69.1% | $121,196-89.8% | $55,725-77.9% |
| Participation rate | 88.4% | 61.2%+27.2pp | 71.7%+16.7pp | 70.9%+17.6pp |
| Annual return | -5.56% | -0.96%-4.6pp | 16.93%-22.5pp | 244.93%-250.5pp |
| Employer contribution / active EE | $438 | $1,295-66.2% | $4,022-89.1% | $2,078-78.9% |
| Participant deferral / active EE | $1,598 | $2,439-34.5% | $3,344-52.2% | $3,356-52.4% |
| Admin fee / account holder | $91 | $95-3.8% | $5,019-98.2% | $115-20.6% |