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 FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $62,431 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: CAPITAL RETIREMENT PLAN SERVICES, Service code 15 · EIN 25-1802421 | Recordkeeping | $2,950 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,072 |
EPIC RETIREMENT PLAN SERVICES3+ 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 | $124,539 | $71,192+74.9% | $117,854+5.7% | $62,292+99.9% |
| Participation rate | 98.1% | 74.2%+23.9pp | 79.7%+18.4pp | 69.5%+28.6pp |
| Annual return | 17.38% | 18.66%-1.3pp | 335.08%-317.7pp | 28.90%-11.5pp |
| Employer contribution / active EE | $6,278 | $1,934+224.7% | $3,786+65.8% | $2,042+207.4% |
| Participant deferral / active EE | $4,640 | $3,189+45.5% | $4,482+3.5% | $3,169+46.4% |
| Admin fee / account holder | $18 | $587-97.0% | $8,020-99.8% | $479-96.3% |