Filed February 3, 2005
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 FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $24,798 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $12,851 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,466 | $132,049+56.4% | $200,582+2.9% | $74,304+177.9% |
| Participation rate | 91.1% | 84.1%+7.1pp | 86.9%+4.2pp | 60.3%+30.8pp |
| Annual return | 18.70% | 22.22%-3.5pp | 42.33%-23.6pp | 29.43%-10.7pp |
| Employer contribution / active EE | $5,318 | $4,558+16.7% | $6,419-17.2% | $2,241+137.3% |
| Participant deferral / active EE | $5,861 | $7,213-18.7% | $9,331-37.2% | $3,767+55.6% |
| Admin fee / account holder | $280 | $2,405-88.3% | $16,305-98.3% | $2,969-90.6% |