Filed January 9, 2002
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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,399 |
LPL FINANCIAL1 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $14,008 |
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 | $36,565 | $31,388+16.5% | $73,545-50.3% | $62,292-41.3% |
| Participation rate | 57.6% | 39.9%+17.8pp | 54.9%+2.7pp | 69.5%-11.9pp |
| Annual return | 18.99% | 25.34%-6.4pp | -15.16%+34.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $319 | $498-35.9% | $1,219-73.8% | $2,042-84.4% |
| Participant deferral / active EE | $1,802 | $1,028+75.2% | $1,806-0.2% | $3,169-43.1% |
| Admin fee / account holder | $177 | $299-40.9% | $2,320-92.4% | $479-63.1% |