Filed July 12, 2006 (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 |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL SERVICES, INC. Service code 27 · EIN 04-3046611 | Advisory (Plan) | $52,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,344 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $8,060 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $151,260 | $102,514+47.6% | $97,995+54.4% | $62,292+142.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 18.67% | 32.43%-13.8pp | 23.94%-5.3pp | 28.90%-10.2pp |
| Employer contribution / active EE | $9,469 | $3,689+156.7% | $4,158+127.7% | $2,042+363.7% |
| Participant deferral / active EE | $8,887 | $5,308+67.4% | $5,097+74.4% | $3,169+180.4% |
| Admin fee / account holder | $473 | $378+25.2% | $5,943-92.0% | $479-1.2% |