Filed April 12, 2007
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 | $4,619 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | 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 | $51,983 | $50,464+3.0% | $75,781-31.4% | $52,331-0.7% |
| Participation rate | 99.4% | 66.8%+32.6pp | 75.8%+23.6pp | 68.1%+31.3pp |
| Annual return | -1.69% | 1.03%-2.7pp | 9.68%-11.4pp | 4.54%-6.2pp |
| Employer contribution / active EE | $2,853 | $1,988+43.5% | $3,323-14.2% | $1,882+51.6% |
| Participant deferral / active EE | $3,883 | $2,570+51.1% | $3,651+6.4% | $3,022+28.5% |
| Admin fee / account holder | $13 | $1,103-98.8% | $5,299-99.8% | $592-97.8% |