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 year Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $54,207 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $14,707 |
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 | $19,352 | $33,232-41.8% | $71,796-73.0% | $63,975-69.8% |
| Participation rate | 71.1% | 60.1%+11.0pp | 69.1%+2.0pp | 71.1%0pp |
| Annual return | 7.65% | 11.99%-4.3pp | 78.04%-70.4pp | 48.65%-41.0pp |
| Employer contribution / active EE | $97 | $723-86.6% | $1,924-95.0% | $2,182-95.6% |
| Participant deferral / active EE | $1,960 | $1,604+22.2% | $2,794-29.9% | $3,356-41.6% |
| Admin fee / account holder | $0 | $63-100.0% | $4,815-100.0% | $70-100.0% |