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 | $1,694 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 9785 TOWNE CENTRE DRIVE · SAN DIEGOC, CA 92121 | Finders' fees / placement fees | $0 |
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 | $33,715 | $60,165-44.0% | $74,183-54.6% | $55,167-38.9% |
| Participation rate | 82.5% | 74.2%+8.4pp | 76.6%+5.9pp | 69.0%+13.5pp |
| Annual return | 8.89% | 10.00%-1.1pp | 17.74%-8.8pp | 169.23%-160.3pp |
| Employer contribution / active EE | $648 | $1,600-59.5% | $2,370-72.7% | $1,963-67.0% |
| Participant deferral / active EE | $2,552 | $2,973-14.2% | $3,550-28.1% | $3,054-16.4% |
| Admin fee / account holder | $7 | $419-98.4% | $5,586-99.9% | $504-98.6% |