Filed April 3, 2011
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 CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $70,958 |
ACTUARIAL BENEFITS CORP9 years Service code 19 · EIN 20-1054428 | Securities Custodian | $16,273 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,158 | $50,982+12.1% | $154,803-63.1% | $85,563-33.2% |
| Participation rate | 82.3% | 59.8%+22.5pp | 78.1%+4.2pp | 66.0%+16.3pp |
| Annual return | 19.82% | 30.35%-10.5pp | 58.88%-39.1pp | 31.51%-11.7pp |
| Employer contribution / active EE | $3,955 | $1,708+131.5% | $4,305-8.1% | $2,654+49.1% |
| Participant deferral / active EE | $4,988 | $2,474+101.6% | $5,540-10.0% | $4,375+14.0% |
| Admin fee / account holder | $149 | $846-82.4% | $14,329-99.0% | $834-82.1% |