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 | $69,823 |
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 | Advisory (Plan) | $62,269 |
Service code 27 · EIN 36-4540515 | Advisory (Plan) | $24,000 |
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 | $126,464 | $73,034+73.2% | $77,163+63.9% | $80,160+57.8% |
| Participation rate | 98.6% | 78.1%+20.5pp | 69.6%+29.1pp | 72.9%+25.7pp |
| Annual return | 21.04% | 18.56%+2.5pp | 37.87%-16.8pp | 40.38%-19.3pp |
| Employer contribution / active EE | $5,914 | $2,779+112.8% | $2,535+133.3% | $2,978+98.6% |
| Participant deferral / active EE | $7,143 | $4,140+72.5% | $3,833+86.3% | $5,017+42.4% |
| Admin fee / account holder | $101 | $104-2.6% | $5,472-98.2% | $145-30.3% |