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 4-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 FINANCIAL4+ years Service code 99 · EIN 04-3046611 | Other Fees | $40,274 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,933 |
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 | $45,938 | $56,095-18.1% | $178,490-74.3% | $90,288-49.1% |
| Participation rate | 60.8% | 65.6%-4.8pp | 81.9%-21.2pp | 73.4%-12.6pp |
| Annual return | 15.93% | 28.81%-12.9pp | 151.07%-135.1pp | 53.97%-38.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,798 | $2,669+4.8% | $5,202-46.2% | $4,232-33.9% |
| Admin fee / account holder | $3 | $101-97.0% | $13,984-100.0% | $114-97.4% |