Filed March 31, 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 FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $29,518 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,331 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,173 | $66,457-21.5% | $81,382-35.9% | $77,643-32.8% |
| Participation rate | 84.5% | 68.7%+15.8pp | 69.5%+15.0pp | 70.6%+14.0pp |
| Annual return | 10.93% | 15.93%-5.0pp | 24.73%-13.8pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,319 | $2,159-38.9% | $2,463-46.4% | $2,726-51.6% |
| Participant deferral / active EE | $3,799 | $3,679+3.3% | $3,883-2.2% | $4,647-18.3% |
| Admin fee / account holder | $22 | $583-96.2% | $5,768-99.6% | $430-94.9% |