Filed April 12, 2000
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 FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $35,151 |
EPSTEIN BECKER & GREEN PC1+ years Filed as: EPSTEIN/TABOR/SCHORR Service code 16 · EIN 25-1267850 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,675 |
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 | $53,813 | $53,412+0.8% | $68,509-21.5% | $52,331+2.8% |
| Participation rate | 65.6% | 71.7%-6.1pp | 74.7%-9.2pp | 68.1%-2.6pp |
| Annual return | 0.18% | 3.42%-3.2pp | 8.27%-8.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $657 | $1,607-59.1% | $2,278-71.1% | $1,882-65.1% |
| Participant deferral / active EE | $2,096 | $2,688-22.0% | $3,382-38.0% | $3,022-30.6% |
| Admin fee / account holder | $282 | $461-38.7% | $5,275-94.6% | $592-52.3% |