Filed March 16, 1998
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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,227 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,953 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,136 | $41,467+8.8% | $67,313-32.9% | $55,725-19.0% |
| Participation rate | 50.1% | 62.5%-12.4pp | 69.1%-19.0pp | 70.9%-20.7pp |
| Annual return | -3.65% | 0.82%-4.5pp | -4.08%+0.4pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,172 | $1,316-10.9% | $2,566-54.3% | $2,078-43.6% |
| Participant deferral / active EE | $2,102 | $2,399-12.4% | $3,568-41.1% | $3,356-37.4% |
| Admin fee / account holder | $75 | $102-26.6% | $4,507-98.3% | $115-35.0% |