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 FINANCIAL7 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,750 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,476 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $148,641 | $89,248+66.5% | $136,007+9.3% | $74,495+99.5% |
| Participation rate | 96.2% | 69.4%+26.8pp | 76.5%+19.7pp | 67.2%+29.0pp |
| Annual return | 13.61% | 22.76%-9.1pp | 579.32%-565.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $11,420 | $2,838+302.4% | $4,217+170.8% | $2,623+335.4% |
| Participant deferral / active EE | $5,694 | $4,598+23.8% | $7,025-18.9% | $4,346+31.0% |
| Admin fee / account holder | $305 | $1,545-80.3% | $6,858-95.6% | $1,942-84.3% |