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 6-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 Service code 99 · EIN 04-3046611 | Other Fees | $45,250 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,487 | $46,173+74.3% | $170,442-52.8% | $69,631+15.6% |
| Participation rate | 46.8% | 63.9%-17.1pp | 83.6%-36.8pp | 70.7%-23.9pp |
| Annual return | 16.93% | 21.62%-4.7pp | 205.93%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $684 | $1,610-57.5% | $5,433-87.4% | $2,032-66.3% |
| Participant deferral / active EE | $2,710 | $2,080+30.3% | $4,939-45.1% | $3,224-15.9% |
| Admin fee / account holder | $17 | $116-85.1% | $13,880-99.9% | $110-84.3% |