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 |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $97,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $62,895 |
Filed as: COLTON GROOME FINANCIAL LLC Service code 27 · EIN 36-4540515 | Advisory (Plan) | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,762 | $61,756+66.4% | $70,092+46.6% | $77,904+31.9% |
| Participation rate | 99.0% | 79.9%+19.1pp | 70.5%+28.5pp | 73.7%+25.3pp |
| Annual return | -17.72% | -11.86%-5.9pp | 190.73%-208.5pp | 12.21%-29.9pp |
| Employer contribution / active EE | $4,931 | $2,706+82.2% | $2,559+92.7% | $2,848+73.1% |
| Participant deferral / active EE | $6,684 | $3,977+68.1% | $3,849+73.7% | $4,806+39.1% |
| Admin fee / account holder | $110 | $101+8.3% | $6,267-98.2% | $133-17.2% |