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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,775 |
LPL FINANCIAL6+ years Filed as: NEXT FINANCIAL GROUP Service code 55 · EIN 54-1900002 | Other Commissions | $0 |
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 | $69,551 | $81,719-14.9% | $101,248-31.3% | $90,288-23.0% |
| Participation rate | 26.9% | 80.7%-53.8pp | 75.8%-48.9pp | 73.4%-46.4pp |
| Annual return | 12.80% | 337.64%-324.8pp | 46.47%-33.7pp | 53.97%-41.2pp |
| Employer contribution / active EE | $610 | $3,622-83.1% | $3,660-83.3% | $2,524-75.8% |
| Participant deferral / active EE | $1,765 | $3,310-46.7% | $4,370-59.6% | $4,232-58.3% |
| Admin fee / account holder | $167 | $162+3.3% | $5,945-97.2% | $114+46.6% |