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 FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,029 |
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 | $110,581 | $64,919+70.3% | $392,568-71.8% | $65,185+69.6% |
| Participation rate | 98.3% | 72.0%+26.3pp | 78.1%+20.2pp | 70.2%+28.1pp |
| Annual return | 18.71% | 26.09%-7.4pp | 24.42%-5.7pp | 29.38%-10.7pp |
| Employer contribution / active EE | $8,601 | $2,374+262.2% | $3,783+127.3% | $2,177+295.1% |
| Participant deferral / active EE | $4,911 | $3,668+33.9% | $5,985-17.9% | $3,514+39.8% |
| Admin fee / account holder | $235 | $634-63.0% | $6,260-96.3% | $847-72.3% |