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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,457 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,143 | $25,302+106.1% | $74,701-30.2% | $67,579-22.8% |
| Participation rate | 36.4% | 37.8%-1.5pp | 54.5%-18.1pp | 71.3%-34.9pp |
| Annual return | 25.06% | 10291.17%-10266.1pp | 752.92%-727.9pp | 378.56%-353.5pp |
| Employer contribution / active EE | $238 | $446-46.7% | $1,084-78.0% | $2,148-88.9% |
| Participant deferral / active EE | $1,744 | $954+82.8% | $1,964-11.2% | $3,539-50.7% |
| Admin fee / account holder | $203 | $108+89.0% | $3,333-93.9% | $142+43.0% |