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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,071 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,932 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,932 | $30,086-0.5% | $61,373-51.2% | $64,808-53.8% |
| Participation rate | 82.1% | 36.4%+45.8pp | 52.6%+29.5pp | 71.5%+10.7pp |
| Annual return | -18.04% | -13.99%-4.1pp | 338.61%-356.7pp | 32.82%-50.9pp |
| Employer contribution / active EE | $403 | $536-24.8% | $1,159-65.2% | $2,506-83.9% |
| Participant deferral / active EE | $2,418 | $1,126+114.8% | $2,125+13.8% | $4,310-43.9% |
| Admin fee / account holder | $183 | $148+23.3% | $2,130-91.4% | $188-2.7% |