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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,436 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,704 |
EPSTEIN BECKER & GREEN PC5+ years Filed as: EPSTEIN/TABOR/SCHORR Service code 16 · EIN 25-1267850 | Consulting | $7,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,192 | $74,347-16.3% | $93,606-33.6% | $67,579-8.0% |
| Participation rate | 60.6% | 80.6%-20.0pp | 75.8%-15.3pp | 71.3%-10.7pp |
| Annual return | 21.42% | 28.07%-6.7pp | 32.76%-11.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $637 | $2,583-75.3% | $2,718-76.6% | $2,148-70.3% |
| Participant deferral / active EE | $2,074 | $4,060-48.9% | $4,069-49.0% | $3,539-41.4% |
| Admin fee / account holder | $264 | $123+115.2% | $7,888-96.7% | $142+85.6% |