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 FINANCIAL5 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,000 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,090 | $69,848+50.5% | $115,756-9.2% | $66,914+57.1% |
| Participation rate | 100.0% | 70.6%+29.4pp | 77.1%+22.9pp | 69.8%+30.2pp |
| Annual return | -14.31% | 969.66%-984.0pp | 143.14%-157.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $11,497 | $2,613+340.0% | $3,793+203.1% | $2,544+351.9% |
| Participant deferral / active EE | $5,731 | $4,274+34.1% | $6,254-8.4% | $4,237+35.3% |
| Admin fee / account holder | $278 | $337-17.6% | $8,124-96.6% | $593-53.2% |