Filed January 6, 2006
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 FINANCIAL7+ years Service code 27 75 STATE STREET 24TH FLOOR · BOSTON, MA 021091827 | Advisory (Plan) | $11,550 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,943 | $102,553+82.3% | $151,611+23.3% | $66,914+179.4% |
| Participation rate | 99.4% | 85.5%+13.9pp | 87.5%+11.9pp | 69.8%+29.6pp |
| Annual return | 3.97% | -10.82%+14.8pp | 3.33%+0.6pp | 1.58%+2.4pp |
| Employer contribution / active EE | $2,679 | $4,180-35.9% | $6,166-56.5% | $2,544+5.3% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $55 | $630-91.2% | $11,616-99.5% | $593-90.7% |