Filed September 26, 2008
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 | $1,763 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Finders' fees / placement fees | $0 |
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 | $33,291 | $54,320-38.7% | $67,652-50.8% | $52,331-36.4% |
| Participation rate | 81.5% | 73.6%+8.0pp | 75.7%+5.9pp | 68.1%+13.4pp |
| Annual return | 0.06% | 6.81%-6.7pp | 6625.04%-6625.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $637 | $1,544-58.7% | $2,266-71.9% | $1,882-66.1% |
| Participant deferral / active EE | $2,532 | $2,950-14.2% | $3,560-28.9% | $3,022-16.2% |
| Admin fee / account holder | $8 | $527-98.5% | $4,821-99.8% | $592-98.7% |