Filed September 13, 2008 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $111,316 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $51,818 |
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 | $108,828 | $72,066+51.0% | $81,930+32.8% | $90,288+20.5% |
| Participation rate | 98.9% | 78.9%+20.0pp | 72.0%+26.9pp | 73.4%+25.6pp |
| Annual return | 20.85% | 15.92%+4.9pp | 29.49%-8.6pp | 53.97%-33.1pp |
| Employer contribution / active EE | $8,229 | $2,335+252.4% | $4,310+90.9% | $2,524+226.0% |
| Participant deferral / active EE | $5,281 | $3,557+48.5% | $7,107-25.7% | $4,232+24.8% |
| Admin fee / account holder | $111 | $92+19.7% | $5,158-97.9% | $114-2.9% |