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 FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,495 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,538 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,096 | $35,986+19.8% | $77,482-44.4% | $73,488-41.4% |
| Participation rate | 73.5% | 40.8%+32.6pp | 54.2%+19.3pp | 70.7%+2.8pp |
| Annual return | 20.79% | 19.26%+1.5pp | 54.79%-34.0pp | 28.51%-7.7pp |
| Employer contribution / active EE | $103 | $557-81.4% | $986-89.5% | $2,270-95.4% |
| Participant deferral / active EE | $1,768 | $1,198+47.7% | $1,861-5.0% | $3,740-52.7% |
| Admin fee / account holder | $152 | $466-67.4% | $2,858-94.7% | $513-70.4% |