Filed October 18, 2004
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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150 | Other Commissions | $10,730 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE BENEFIT SYSTEMS, INCHTTPS Service code 13 6511-B BASILE ROWE · EAST SYRACUSE, NY 13057 | Contract Administrator | $3,900 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,885 | $71,883-27.8% | $86,677-40.1% | $68,494-24.2% |
| Participation rate | 37.1% | 72.2%-35.1pp | 76.6%-39.5pp | 67.9%-30.8pp |
| Annual return | -11.10% | 3.52%-14.6pp | 35.91%-47.0pp | -7.84%-3.3pp |
| Employer contribution / active EE | $195 | $2,173-91.0% | $2,836-93.1% | $2,596-92.5% |
| Participant deferral / active EE | $1,501 | $3,779-60.3% | $4,656-67.8% | $4,027-62.7% |
| Admin fee / account holder | $1 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |