Filed November 10, 2000
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 FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,122 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,914 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $8,914 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,128 | $22,291-14.2% | $69,182-72.4% | $63,975-70.1% |
| Participation rate | 60.9% | 35.3%+25.7pp | 55.1%+5.8pp | 71.1%-10.2pp |
| Annual return | 3.30% | 9.30%-6.0pp | -21.93%+25.2pp | 48.65%-45.4pp |
| Employer contribution / active EE | $196 | $325-39.9% | $1,206-83.8% | $2,182-91.0% |
| Participant deferral / active EE | $1,022 | $808+26.5% | $1,897-46.1% | $3,356-69.6% |
| Admin fee / account holder | $34 | $73-53.4% | $2,697-98.7% | $70-51.7% |