Filed January 19, 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 FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $11,866 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,721 |
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 | $47,322 | $89,355-47.0% | $141,162-66.5% | $72,985-35.2% |
| Participation rate | 96.5% | 75.1%+21.4pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 30.03% | 111.85%-81.8pp | 71.39%-41.4pp | 81.00%-51.0pp |
| Employer contribution / active EE | $3,228 | $3,114+3.7% | $4,735-31.8% | $2,440+32.3% |
| Participant deferral / active EE | $4,210 | $5,418-22.3% | $6,709-37.2% | $3,607+16.7% |
| Admin fee / account holder | $91 | $5,958-98.5% | $10,261-99.1% | $5,124-98.2% |