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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,618 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,122 |
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 | $42,718 | $28,109+52.0% | $71,086-39.9% | $56,287-24.1% |
| Participation rate | 44.9% | 40.4%+4.5pp | 54.7%-9.8pp | 69.9%-25.0pp |
| Annual return | -3.24% | -615.05%+611.8pp | 650.59%-653.8pp | -9.96%+6.7pp |
| Employer contribution / active EE | $260 | $558-53.3% | $1,088-76.1% | $2,111-87.7% |
| Participant deferral / active EE | $1,713 | $1,116+53.6% | $1,874-8.6% | $3,350-48.8% |
| Admin fee / account holder | $233 | $585-60.2% | $3,082-92.5% | $521-55.3% |