Filed October 17, 2008 (most recent of 2 filings on file)
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 27 · EIN 81-0192860 | Advisory (Plan) | $28,113 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,813 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $5,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,074 | $66,310+70.5% | $93,606+20.8% | $65,185+73.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 23.94% | 42.58%-18.6pp | 32.76%-8.8pp | 29.38%-5.4pp |
| Employer contribution / active EE | $3,695 | $2,012+83.7% | $2,718+36.0% | $2,177+69.8% |
| Participant deferral / active EE | $5,526 | $3,342+65.3% | $4,069+35.8% | $3,514+57.3% |
| Admin fee / account holder | $335 | $6,897-95.1% | $7,888-95.8% | $847-60.4% |