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 FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $53,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $46,087 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,174 |
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 | $87,085 | $78,419+11.1% | $133,956-35.0% | $73,409+18.6% |
| Participation rate | 98.7% | 78.6%+20.1pp | 79.8%+18.8pp | 72.2%+26.5pp |
| Annual return | 16.83% | 33.35%-16.5pp | 45.09%-28.3pp | 59.29%-42.5pp |
| Employer contribution / active EE | $2,250 | $2,044+10.1% | $3,919-42.6% | $2,234+0.7% |
| Participant deferral / active EE | $4,593 | $3,925+17.0% | $5,048-9.0% | $3,805+20.7% |
| Admin fee / account holder | $121 | $161-24.8% | $8,927-98.6% | $158-23.2% |