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 FINANCIAL3+ years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $62,610 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $32,550 |
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 | $26,135 | $38,833-32.7% | $78,778-66.8% | $77,958-66.5% |
| Participation rate | 75.9% | 60.9%+14.9pp | 69.2%+6.7pp | 71.6%+4.2pp |
| Annual return | 18.38% | 20.31%-1.9pp | 35.62%-17.2pp | 20.87%-2.5pp |
| Employer contribution / active EE | $97 | $840-88.4% | $1,986-95.1% | $2,310-95.8% |
| Participant deferral / active EE | $1,962 | $1,776+10.5% | $2,958-33.7% | $3,537-44.5% |
| Admin fee / account holder | $5 | $89-94.6% | $5,134-99.9% | $97-95.1% |