Filed January 21, 2009 (most recent of 2 filings on file)
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, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $12,406 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $10,594 |
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 | $20,304 | $31,810-36.2% | $64,105-68.3% | $59,188-65.7% |
| Participation rate | 59.6% | 57.7%+1.9pp | 68.2%-8.6pp | 69.4%-9.8pp |
| Annual return | 4.63% | 9.41%-4.8pp | 791.24%-786.6pp | 5.51%-0.9pp |
| Employer contribution / active EE | $79 | $659-88.0% | $1,820-95.7% | $2,098-96.2% |
| Participant deferral / active EE | $1,713 | $1,582+8.2% | $2,822-39.3% | $3,265-47.5% |
| Admin fee / account holder | $15 | $57-73.4% | $4,499-99.7% | $92-83.6% |