Filed September 9, 2005
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 RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,580 |
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 | $90,819 | $57,384+58.3% | $106,387-14.6% | $56,287+61.4% |
| Participation rate | 97.4% | 71.3%+26.1pp | 77.5%+20.0pp | 69.9%+27.6pp |
| Annual return | -4.32% | 5.91%-10.2pp | 0.25%-4.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $8,042 | $2,348+242.5% | $3,520+128.5% | $2,111+281.0% |
| Participant deferral / active EE | $4,549 | $3,799+19.8% | $5,421-16.1% | $3,350+35.8% |
| Admin fee / account holder | $236 | $566-58.3% | $7,510-96.9% | $521-54.7% |