Filed January 7, 2013
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 13 · EIN 42-0127290 | Contract Administrator | $191,798 |
LPL FINANCIAL2 years Filed as: NEXT FINANCIAL GROUP INC Service code 27 · EIN 54-1900002 | Advisory (Plan) | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,551 | $122,854-34.4% | $184,200-56.3% | $199,768-59.7% |
| Participation rate | 98.7% | 87.0%+11.7pp | 86.8%+11.9pp | 72.0%+26.7pp |
| Annual return | 13.50% | 143.99%-130.5pp | 28.80%-15.3pp | 34.26%-20.8pp |
| Employer contribution / active EE | $4,242 | $4,588-7.5% | $6,424-34.0% | $3,037+39.7% |
| Participant deferral / active EE | $8,340 | $7,995+4.3% | $9,132-8.7% | $5,090+63.9% |
| Admin fee / account holder | $95 | $120-21.0% | $13,907-99.3% | $269-64.7% |