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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,069 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $5,782 |
Service code 14 · EIN 23-2942715 | Plan Administrator | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,603 | $98,750-54.8% | $149,696-70.2% | $79,858-44.1% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.6%+27.5pp |
| Annual return | 3.81% | 27.43%-23.6pp | 276.60%-272.8pp | 31.71%-27.9pp |
| Employer contribution / active EE | $4,447 | $3,216+38.2% | $4,644-4.3% | $2,471+80.0% |
| Participant deferral / active EE | $5,460 | $5,680-3.9% | $6,842-20.2% | $3,740+46.0% |
| Admin fee / account holder | $73 | $6,053-98.8% | $9,309-99.2% | $5,306-98.6% |