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 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $42,535 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,600 |
NATIONAL FINANCIAL SERVICES2+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $1,613 |
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 | $22,118 | $41,281-46.4% | $109,313-79.8% | $57,658-61.6% |
| Participation rate | 84.5% | 59.3%+25.2pp | 71.3%+13.3pp | 70.2%+14.3pp |
| Annual return | 9.06% | 8.97%+0.1pp | 22.07%-13.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $779 | $1,201-35.2% | $3,892-80.0% | $1,974-60.5% |
| Participant deferral / active EE | $1,698 | $2,223-23.6% | $3,166-46.4% | $3,061-44.5% |
| Admin fee / account holder | $3 | $75-96.1% | $5,666-99.9% | $95-96.9% |