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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $51,457 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,113 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
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 | $26,029 | $45,324-42.6% | $122,332-78.7% | $69,631-62.6% |
| Participation rate | 86.1% | 59.9%+26.1pp | 71.6%+14.4pp | 70.7%+15.4pp |
| Annual return | 19.87% | 25.35%-5.5pp | 30.27%-10.4pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $862 | $1,230-29.9% | $4,050-78.7% | $2,032-57.6% |
| Participant deferral / active EE | $1,853 | $2,367-21.7% | $3,287-43.6% | $3,224-42.5% |
| Admin fee / account holder | $3 | $87-96.2% | $5,478-99.9% | $110-97.0% |