Filed October 17, 2002
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 LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $137,245 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,653 | $44,626+13.5% | $86,188-41.2% | $80,160-36.8% |
| Participation rate | 69.4% | 63.5%+5.8pp | 69.0%+0.4pp | 72.9%-3.6pp |
| Annual return | 16.83% | 19.61%-2.8pp | 1168.45%-1151.6pp | 40.38%-23.6pp |
| Employer contribution / active EE | $1,066 | $1,099-3.0% | $2,380-55.2% | $2,978-64.2% |
| Participant deferral / active EE | $2,002 | $2,769-27.7% | $3,985-49.8% | $5,017-60.1% |
| Admin fee / account holder | $104 | $133-21.7% | $6,852-98.5% | $145-28.0% |