Filed December 2, 2011
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 12 · EIN 48-1205033 | Recordkeeping fees; Recordkeeping and... | $43,852 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 2793 SKYLINE CT · GRAND JUNCTION, CO 81506 | Advisory (Plan) | $40,474 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,354 | $37,196-48.0% | $154,107-87.4% | $55,725-65.3% |
| Participation rate | 71.9% | 64.1%+7.8pp | 83.0%-11.2pp | 70.9%+1.0pp |
| Annual return | -6.79% | 1319.68%-1326.5pp | 735.12%-741.9pp | 244.93%-251.7pp |
| Employer contribution / active EE | $895 | $1,614-44.5% | $5,298-83.1% | $2,078-56.9% |
| Participant deferral / active EE | $1,772 | $2,068-14.3% | $5,081-65.1% | $3,356-47.2% |
| Admin fee / account holder | $129 | $102+26.7% | $13,411-99.0% | $115+11.8% |