Filed October 26, 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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 95-2832436 | Advisory (Participants) | $16,521 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,704 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $28,935 | $55,449-47.8% | $83,848-65.5% | $56,287-48.6% |
| Participation rate | 83.4% | 68.0%+15.4pp | 76.1%+7.3pp | 69.9%+13.6pp |
| Annual return | -6.71% | -1.38%-5.3pp | 850.88%-857.6pp | -9.96%+3.3pp |
| Employer contribution / active EE | $901 | $2,430-62.9% | $3,631-75.2% | $2,111-57.3% |
| Participant deferral / active EE | $5,117 | $2,935+74.3% | $4,082+25.4% | $3,350+52.8% |
| Admin fee / account holder | $178 | $656-72.9% | $5,478-96.8% | $521-65.9% |