Filed July 19, 1994
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 FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $40,052 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,738 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,034 | $47,078-55.3% | $100,671-79.1% | $55,191-61.9% |
| Participation rate | 84.7% | 58.0%+26.7pp | 70.7%+14.0pp | 69.2%+15.6pp |
| Annual return | -2.25% | 0.65%-2.9pp | 20.43%-22.7pp | 10.78%-13.0pp |
| Employer contribution / active EE | $779 | $1,065-26.9% | $4,012-80.6% | $1,899-59.0% |
| Participant deferral / active EE | $1,657 | $2,038-18.7% | $3,144-47.3% | $3,046-45.6% |
| Admin fee / account holder | $2 | $153-98.6% | $4,850-100.0% | $91-97.6% |