Filed June 22, 2006 (most recent of 2 filings on file)
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: CORVIS CAPITAL LLC-LPL FINANCIAL Service code 27 2950 BRECKENRIDGE LANE, SUITE 6 · LOUISVILLE, KY 40220 | Advisory (Plan) | $25,806 |
Service code 15 · EIN 16-1503696 | Recordkeeping | $24,952 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,409 | $86,929-17.9% | $102,423-30.3% | $80,856-11.7% |
| Participation rate | 98.5% | 72.4%+26.2pp | 76.5%+22.0pp | 67.6%+30.9pp |
| Annual return | 19.59% | 18.88%+0.7pp | 29.32%-9.7pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,132 | $2,369-52.2% | $3,023-62.6% | $2,755-58.9% |
| Participant deferral / active EE | $3,732 | $4,118-9.4% | $5,053-26.1% | $4,296-13.1% |
| Admin fee / account holder | $534 | $8,049-93.4% | $9,451-94.3% | $6,918-92.3% |