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+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $49,456 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES, Service code 15 · EIN 25-1802421 | Recordkeeping | $1,500 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,026 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $120,474 | $57,108+111.0% | $94,224+27.9% | $52,331+130.2% |
| Participation rate | 96.8% | 72.9%+23.9pp | 78.8%+18.0pp | 68.1%+28.7pp |
| Annual return | 0.07% | 1.47%-1.4pp | 10.68%-10.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $6,317 | $1,735+264.0% | $3,587+76.1% | $1,882+235.7% |
| Participant deferral / active EE | $4,625 | $3,040+52.2% | $4,320+7.1% | $3,022+53.0% |
| Admin fee / account holder | $14 | $546-97.4% | $6,269-99.8% | $592-97.6% |