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 FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,793 |
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 | $122,438 | $73,823+65.9% | $379,746-67.8% | $73,488+66.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 13.12% | 29.06%-15.9pp | 34.90%-21.8pp | 28.51%-15.4pp |
| Employer contribution / active EE | $10,681 | $2,472+332.1% | $3,540+201.8% | $2,270+370.5% |
| Participant deferral / active EE | $5,249 | $4,038+30.0% | $6,024-12.9% | $3,740+40.4% |
| Admin fee / account holder | $250 | $607-58.8% | $7,927-96.8% | $513-51.2% |