Filed March 21, 2005
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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $311,200 |
MOSS ADAMS LLP7 years Service code 10 · EIN 91-0189318 | Accounting | $19,950 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$66,233 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,201 | $95,918-7.0% | $151,611-41.2% | $77,904+14.5% |
| Participation rate | 99.4% | 88.7%+10.7pp | 87.5%+11.9pp | 73.7%+25.7pp |
| Annual return | -15.58% | -5.50%-10.1pp | 3.33%-18.9pp | 12.21%-27.8pp |
| Employer contribution / active EE | $8,188 | $4,330+89.1% | $6,166+32.8% | $2,848+187.5% |
| Participant deferral / active EE | $6,048 | $7,508-19.4% | $8,363-27.7% | $4,806+25.8% |
| Admin fee / account holder | $57 | $93-38.6% | $11,616-99.5% | $133-56.8% |