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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,169 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,353 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,708 | $58,726+28.9% | $92,233-17.9% | $62,292+21.5% |
| Participation rate | 96.0% | 68.3%+27.6pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 13.44% | 43.62%-30.2pp | 176.28%-162.8pp | 28.90%-15.5pp |
| Employer contribution / active EE | $4,018 | $2,392+68.0% | $3,679+9.2% | $2,042+96.8% |
| Participant deferral / active EE | $4,159 | $2,766+50.4% | $3,897+6.7% | $3,169+31.2% |
| Admin fee / account holder | $136 | $556-75.5% | $5,194-97.4% | $479-71.5% |