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 FINANCIAL6 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,992 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,555 |
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 | $119,033 | $180,101-33.9% | $130,231-8.6% | - |
| Participation rate | 99.0% | 65.2%+33.7pp | 76.3%+22.7pp | - |
| Annual return | 16.88% | 26.55%-9.7pp | 38.77%-21.9pp | - |
| Employer contribution / active EE | $11,118 | $2,353+372.6% | $4,126+169.5% | - |
| Participant deferral / active EE | $5,925 | $4,104+44.4% | $6,799-12.8% | - |
| Admin fee / account holder | $298 | $23,406-98.7% | $6,020-95.0% | - |