Filed January 30, 1998
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+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $60,333 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,352 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,716 |
GRANT THORNTON LLP1+ years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $20,815 |
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 | $52,418 | $57,096-8.2% | $94,224-44.4% | $55,191-5.0% |
| Participation rate | 90.4% | 75.7%+14.8pp | 78.8%+11.7pp | 69.2%+21.3pp |
| Annual return | 1.07% | 159.65%-158.6pp | 10.68%-9.6pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,327 | $1,708-22.3% | $3,587-63.0% | $1,899-30.1% |
| Participant deferral / active EE | $3,081 | $3,165-2.6% | $4,320-28.7% | $3,046+1.1% |
| Admin fee / account holder | $129 | $89+45.0% | $6,269-97.9% | $91+42.5% |