Filed November 20, 1998
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 FINANCIAL2+ years Service code 99 · EIN 04-3046611 | Other Fees | $30,867 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,642 |
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 | $25,003 | $57,921-56.8% | $84,750-70.5% | $57,658-56.6% |
| Participation rate | 85.2% | 72.9%+12.2pp | 76.6%+8.6pp | 70.2%+15.0pp |
| Annual return | 5.82% | 10.24%-4.4pp | 22.78%-17.0pp | 5.13%+0.7pp |
| Employer contribution / active EE | $880 | $2,598-66.1% | $3,574-75.4% | $1,974-55.4% |
| Participant deferral / active EE | $2,232 | $2,742-18.6% | $3,712-39.9% | $3,061-27.1% |
| Admin fee / account holder | $31 | $130-76.3% | $5,332-99.4% | $95-67.5% |