Filed June 5, 2008
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: NEXT FINANCIAL GROUP Service code 55 2500 WILCREST DR STE 620 · HOUSTON, TX 77042 | Other Commissions | $30,222 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,200 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 19026 RIDGEWOOD PARKWAY · SAN ANTONIO, TX 78259 | Accounting | $5,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,544 | $54,392+5.8% | $84,750-32.1% | $63,975-10.1% |
| Participation rate | 29.1% | 76.9%-47.8pp | 76.6%-47.5pp | 71.1%-42.1pp |
| Annual return | 5.76% | 611.38%-605.6pp | 22.78%-17.0pp | 48.65%-42.9pp |
| Employer contribution / active EE | $539 | $2,943-81.7% | $3,574-84.9% | $2,182-75.3% |
| Participant deferral / active EE | $1,630 | $2,593-37.1% | $3,712-56.1% | $3,356-51.5% |
| Admin fee / account holder | $27 | $136-80.0% | $5,332-99.5% | $70-61.4% |