Filed February 21, 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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $24,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,620 |
Service code 10 · EIN 82-1702469 | Accounting | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,924 | $50,958+66.7% | $74,550+13.9% | $64,186+32.3% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.1%+19.7pp | 69.6%+19.3pp |
| Annual return | 12.03% | -1.86%+13.9pp | 32.53%-20.5pp | 7.63%+4.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,629 | $2,301+14.2% | $3,108-15.4% | $3,470-24.2% |
| Admin fee / account holder | $415 | $4,223-90.2% | $5,060-91.8% | $4,888-91.5% |