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 FINANCIAL2+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $54,549 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES, Service code 15 · EIN 25-1802421 | Recordkeeping | $925 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $910 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 15 | Recordkeeping | $0 |
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 | $117,589 | $63,924+84.0% | $108,579+8.3% | $55,167+113.2% |
| Participation rate | 97.2% | 74.3%+22.9pp | 79.6%+17.6pp | 69.0%+28.2pp |
| Annual return | 7.40% | 15.31%-7.9pp | -51.70%+59.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $6,216 | $1,879+230.8% | $3,758+65.4% | $1,963+216.8% |
| Participant deferral / active EE | $4,645 | $3,067+51.5% | $4,311+7.7% | $3,054+52.1% |
| Admin fee / account holder | $9 | $618-98.5% | $7,645-99.9% | $504-98.2% |