Filed January 6, 2006
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 FINANCIAL5 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $46,662 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,254 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,205 | $50,815+38.2% | $155,509-54.9% | $77,643-9.6% |
| Participation rate | 56.4% | 63.1%-6.7pp | 78.2%-21.8pp | 70.6%-14.2pp |
| Annual return | 12.90% | 34.80%-21.9pp | 64.67%-51.8pp | 31.24%-18.3pp |
| Employer contribution / active EE | $950 | $1,993-52.3% | $4,672-79.7% | $2,726-65.2% |
| Participant deferral / active EE | $3,459 | $2,822+22.6% | $5,626-38.5% | $4,647-25.6% |
| Admin fee / account holder | $214 | $437-51.1% | $15,912-98.7% | $430-50.4% |