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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,095 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL SERVICES, INC. Service code 28 · EIN 04-3046611 | Investment Management | $22,500 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,000 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $8,600 |
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 | $141,956 | $92,897+52.8% | $90,782+56.4% | $56,287+152.2% |
| Participation rate | 99.3% | 80.7%+18.6pp | 82.7%+16.6pp | 69.9%+29.4pp |
| Annual return | -4.11% | -2.59%-1.5pp | -3.42%-0.7pp | -9.96%+5.8pp |
| Employer contribution / active EE | $9,632 | $3,871+148.8% | $4,105+134.6% | $2,111+356.3% |
| Participant deferral / active EE | $9,325 | $5,551+68.0% | $5,366+73.8% | $3,350+178.4% |
| Admin fee / account holder | $473 | $440+7.4% | $5,908-92.0% | $521-9.2% |